See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,778 | $45,152+1.4% | $73,843-38.0% | $59,632-23.2% |
| Participation rate | 22.5% | 64.0%-41.5pp | 73.4%-50.9pp | 68.7%-46.2pp |
| Annual return | -2.57% | 27.40%-30.0pp | 2267.84%-2270.4pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $679 | $1,902-64.3% | $2,787-75.6% | $2,203-69.2% |
| Participant deferral / active EE | $1,683 | $2,574-34.6% | $3,583-53.0% | $3,192-47.3% |
| Admin fee / account holder | $2,268 | $3,516-35.5% | $4,880-53.5% | $4,297-47.2% |