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 | $54,253 | $57,354-5.4% | $83,848-35.3% | $64,186-15.5% |
| Participation rate | 29.0% | 68.6%-39.6pp | 76.1%-47.1pp | 69.6%-40.5pp |
| Annual return | -6.92% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $555 | $2,545-78.2% | $3,631-84.7% | $2,381-76.7% |
| Participant deferral / active EE | $2,341 | $2,993-21.8% | $4,082-42.6% | $3,470-32.5% |
| Admin fee / account holder | $1,017 | $4,046-74.9% | $5,478-81.4% | $4,888-79.2% |