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 | $69,153 | $99,032-30.2% | $80,019-13.6% | $135,375-48.9% |
| Participation rate | 33.3% | 78.4%-45.0pp | 75.8%-42.5pp | 82.6%-49.3pp |
| Annual return | -6.46% | 15.39%-21.8pp | 11.22%-17.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $678 | $3,043-77.7% | $2,468-72.5% | $4,779-85.8% |
| Participant deferral / active EE | $1,830 | $4,282-57.3% | $3,686-50.3% | $5,609-67.4% |
| Admin fee / account holder | $469 | $10,436-95.5% | $6,521-92.8% | $10,827-95.7% |