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 | $37,567 | $27,641+35.9% | $61,373-38.8% | $68,494-45.2% |
| Participation rate | 46.6% | 39.5%+7.1pp | 52.6%-6.0pp | 67.9%-21.3pp |
| Annual return | -15.53% | -13.24%-2.3pp | 338.61%-354.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $819 | $695+17.7% | $1,159-29.4% | $2,596-68.5% |
| Participant deferral / active EE | $1,790 | $1,263+41.7% | $2,125-15.8% | $4,027-55.6% |
| Admin fee / account holder | $894 | $2,010-55.5% | $2,130-58.0% | $5,403-83.4% |