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 | $25,213 | $64,839-61.1% | $95,585-73.6% | $84,808-70.3% |
| Participation rate | 52.0% | 63.8%-11.8pp | 72.1%-20.1pp | 68.3%-16.3pp |
| Annual return | 14.30% | -670.96%+685.3pp | 38.56%-24.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $687 | $1,759-61.0% | $2,527-72.8% | $2,631-73.9% |
| Participant deferral / active EE | $2,102 | $2,965-29.1% | $4,023-47.7% | $4,212-50.1% |
| Admin fee / account holder | $2,205 | $5,964-63.0% | $6,127-64.0% | $7,344-70.0% |