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 6-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 | $50,010 | $61,774-19.0% | $97,226-48.6% | $80,856-38.1% |
| Participation rate | 61.2% | 63.5%-2.3pp | 72.7%-11.5pp | 67.6%-6.4pp |
| Annual return | 10.99% | -557.90%+568.9pp | 75.13%-64.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,524 | $1,837-17.0% | $2,729-44.2% | $2,755-44.7% |
| Participant deferral / active EE | $2,948 | $3,029-2.7% | $4,264-30.9% | $4,296-31.4% |
| Admin fee / account holder | $932 | $5,166-82.0% | $5,654-83.5% | $6,918-86.5% |