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 | $47,774 | $211,958-77.5% | $169,463-71.8% | $135,375-64.7% |
| Participation rate | 41.2% | 82.6%-41.5pp | 77.8%-36.6pp | 82.6%-41.5pp |
| Annual return | -8.25% | 3.26%-11.5pp | 1.83%-10.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $738 | $5,120-85.6% | $4,159-82.3% | $4,779-84.6% |
| Participant deferral / active EE | $1,771 | $6,075-70.9% | $5,277-66.4% | $5,609-68.4% |
| Admin fee / account holder | $427 | $11,471-96.3% | $9,109-95.3% | $10,827-96.1% |