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 | $42,523 | $57,354-25.9% | $83,848-49.3% | $64,186-33.7% |
| Participation rate | 38.8% | 68.6%-29.8pp | 76.1%-37.3pp | 69.6%-30.8pp |
| Annual return | -8.56% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $971 | $2,545-61.9% | $3,631-73.3% | $2,381-59.2% |
| Participant deferral / active EE | $1,731 | $2,993-42.2% | $4,082-57.6% | $3,470-50.1% |
| Admin fee / account holder | $802 | $4,046-80.2% | $5,478-85.4% | $4,888-83.6% |