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 | $55,459 | $52,519+5.6% | $155,790-64.4% | $59,632-7.0% |
| Participation rate | 43.1% | 61.7%-18.6pp | 76.1%-33.0pp | 68.7%-25.6pp |
| Annual return | -2.33% | 53.51%-55.8pp | 71.54%-73.9pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $265 | $1,589-83.4% | $3,836-93.1% | $2,203-88.0% |
| Participant deferral / active EE | $1,381 | $3,084-55.2% | $4,797-71.2% | $3,192-56.7% |
| Admin fee / account holder | $358 | $3,540-89.9% | $7,478-95.2% | $4,297-91.7% |