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 | $34,856 | $92,222-62.2% | $76,768-54.6% | $135,375-74.3% |
| Participation rate | 69.6% | 79.8%-10.2pp | 77.0%-7.4pp | 82.6%-13.1pp |
| Annual return | -2.88% | 5.46%-8.3pp | 2.43%-5.3pp | 519.73%-522.6pp |
| Employer contribution / active EE | $691 | $3,216-78.5% | $2,485-72.2% | $4,779-85.5% |
| Participant deferral / active EE | $2,103 | $4,509-53.4% | $3,852-45.4% | $5,609-62.5% |
| Admin fee / account holder | $378 | $10,748-96.5% | $6,675-94.3% | $10,827-96.5% |