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 | $53,474 | $30,732+74.0% | $59,496-10.1% | $59,632-10.3% |
| Participation rate | 20.3% | 43.2%-22.9pp | 54.6%-34.3pp | 68.7%-48.4pp |
| Annual return | 0.36% | 4.47%-4.1pp | 182.05%-181.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $383 | $631-39.3% | $1,153-66.8% | $2,203-82.6% |
| Participant deferral / active EE | $1,674 | $1,183+41.5% | $1,829-8.5% | $3,192-47.6% |
| Admin fee / account holder | $1,691 | $2,136-20.8% | $2,232-24.2% | $4,297-60.6% |