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 | $51,681 | $92,222-44.0% | $76,768-32.7% | $135,375-61.8% |
| Participation rate | 58.3% | 79.8%-21.4pp | 77.0%-18.6pp | 82.6%-24.3pp |
| Annual return | -6.95% | 5.46%-12.4pp | 2.43%-9.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,210 | $3,216-62.4% | $2,485-51.3% | $4,779-74.7% |
| Participant deferral / active EE | $2,604 | $4,509-42.2% | $3,852-32.4% | $5,609-53.6% |
| Admin fee / account holder | $2,025 | $10,748-81.2% | $6,675-69.7% | $10,827-81.3% |