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 | $143,126 | $95,862+49.3% | $79,550+79.9% | $134,475+6.4% |
| Participation rate | 27.3% | 75.0%-47.8pp | 69.5%-42.2pp | 81.2%-53.9pp |
| Annual return | -19.86% | -2.69%-17.2pp | 0.16%-20.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $958 | $3,128-69.4% | $2,413-60.3% | $4,740-79.8% |
| Participant deferral / active EE | $1,807 | $4,693-61.5% | $3,985-54.7% | $6,400-71.8% |
| Admin fee / account holder | $1,013 | $9,126-88.9% | $6,832-85.2% | $11,426-91.1% |