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 | $35,469 | $158,817-77.7% | $121,196-70.7% | $135,375-73.8% |
| Participation rate | 58.3% | 79.3%-21.0pp | 71.7%-13.4pp | 82.6%-24.3pp |
| Annual return | -5.19% | -0.64%-4.6pp | 16.93%-22.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $728 | $5,665-87.1% | $4,022-81.9% | $4,779-84.8% |
| Participant deferral / active EE | $1,649 | $4,005-58.8% | $3,344-50.7% | $5,609-70.6% |
| Admin fee / account holder | $489 | $6,512-92.5% | $5,019-90.3% | $10,827-95.5% |