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 | $40,128 | $69,977-42.7% | $108,579-63.0% | $62,891-36.2% |
| Participation rate | 49.0% | 72.9%-23.9pp | 79.6%-30.6pp | 69.3%-20.3pp |
| Annual return | 6.73% | 10.73%-4.0pp | -51.70%+58.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $989 | $2,135-53.7% | $3,758-73.7% | $2,281-56.6% |
| Participant deferral / active EE | $2,152 | $3,165-32.0% | $4,311-50.1% | $3,203-32.8% |
| Admin fee / account holder | $334 | $5,076-93.4% | $7,645-95.6% | $4,296-92.2% |