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 | $11,343 | $61,774-81.6% | $97,226-88.3% | $80,856-86.0% |
| Participation rate | 56.0% | 63.5%-7.5pp | 72.7%-16.7pp | 67.6%-11.6pp |
| Annual return | 21.00% | -557.90%+578.9pp | 75.13%-54.1pp | 35.59%-14.6pp |
| Employer contribution / active EE | $1,121 | $1,837-38.9% | $2,729-58.9% | $2,755-59.3% |
| Participant deferral / active EE | $2,305 | $3,029-23.9% | $4,264-45.9% | $4,296-46.3% |
| Admin fee / account holder | $476 | $5,166-90.8% | $5,654-91.6% | $6,918-93.1% |