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 | $53,305 | $82,664-35.5% | $125,339-57.5% | $68,494-22.2% |
| Participation rate | 59.5% | 75.0%-15.6pp | 82.4%-22.9pp | 67.9%-8.4pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $756 | $3,381-77.6% | $4,814-84.3% | $2,596-70.9% |
| Participant deferral / active EE | $4,235 | $6,110-30.7% | $7,446-43.1% | $4,027+5.2% |
| Admin fee / account holder | $3,669 | $6,275-41.5% | $10,010-63.3% | $5,403-32.1% |