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 | $13,424 | $40,256-66.7% | $57,343-76.6% | $59,632-77.5% |
| Participation rate | 59.8% | 69.2%-9.4pp | 75.1%-15.3pp | 68.7%-8.9pp |
| Annual return | -0.51% | 27.49%-28.0pp | 24.39%-24.9pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $416 | $1,922-78.3% | $2,689-84.5% | $2,203-81.1% |
| Participant deferral / active EE | $890 | $2,399-62.9% | $3,162-71.8% | $3,192-72.1% |
| Admin fee / account holder | $501 | $2,818-82.2% | $3,356-85.1% | $4,297-88.3% |