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 | $32,896 | $87,705-62.5% | $63,517-48.2% | $125,391-73.8% |
| Participation rate | 40.0% | 77.0%-37.0pp | 71.0%-31.0pp | 83.2%-43.2pp |
| Annual return | -0.63% | 21.70%-22.3pp | -70.30%+69.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $914 | $3,601-74.6% | $2,322-60.6% | $4,866-81.2% |
| Participant deferral / active EE | $2,345 | $3,939-40.5% | $2,953-20.6% | $5,352-56.2% |
| Admin fee / account holder | $413 | $11,948-96.5% | $5,892-93.0% | $9,540-95.7% |