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 | $40,988 | $158,817-74.2% | $121,196-66.2% | $135,375-69.7% |
| Participation rate | 53.8% | 79.3%-25.5pp | 71.7%-17.9pp | 82.6%-28.8pp |
| Annual return | 1.78% | -0.64%+2.4pp | 16.93%-15.1pp | 519.73%-517.9pp |
| Employer contribution / active EE | $956 | $5,665-83.1% | $4,022-76.2% | $4,779-80.0% |
| Participant deferral / active EE | $859 | $4,005-78.5% | $3,344-74.3% | $5,609-84.7% |
| Admin fee / account holder | $349 | $6,512-94.6% | $5,019-93.1% | $10,827-96.8% |