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 | $34,627 | $92,222-62.5% | $76,768-54.9% | $135,375-74.4% |
| Participation rate | 55.6% | 79.8%-24.2pp | 77.0%-21.4pp | 82.6%-27.1pp |
| Annual return | -5.00% | 5.46%-10.5pp | 2.43%-7.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $650 | $3,216-79.8% | $2,485-73.9% | $4,779-86.4% |
| Participant deferral / active EE | $2,250 | $4,509-50.1% | $3,852-41.6% | $5,609-59.9% |
| Admin fee / account holder | $341 | $10,748-96.8% | $6,675-94.9% | $10,827-96.9% |