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 | $59,625 | $99,032-39.8% | $80,019-25.5% | $135,375-56.0% |
| Participation rate | 15.0% | 78.4%-63.4pp | 75.8%-60.8pp | 82.6%-67.6pp |
| Annual return | -5.95% | 15.39%-21.3pp | 11.22%-17.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $606 | $3,043-80.1% | $2,468-75.4% | $4,779-87.3% |
| Participant deferral / active EE | $1,249 | $4,282-70.8% | $3,686-66.1% | $5,609-77.7% |
| Admin fee / account holder | $899 | $10,436-91.4% | $6,521-86.2% | $10,827-91.7% |