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 | $59,789 | $57,354+4.2% | $83,848-28.7% | $64,186-6.8% |
| Participation rate | 56.7% | 68.6%-11.9pp | 76.1%-19.4pp | 69.6%-12.9pp |
| Annual return | -7.20% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $797 | $2,545-68.7% | $3,631-78.1% | $2,381-66.5% |
| Participant deferral / active EE | $2,313 | $2,993-22.7% | $4,082-43.3% | $3,470-33.3% |
| Admin fee / account holder | $2,165 | $4,046-46.5% | $5,478-60.5% | $4,888-55.7% |