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 | $56,234 | $46,674+20.5% | $117,472-52.1% | $68,494-17.9% |
| Participation rate | 31.7% | 56.8%-25.1pp | 70.6%-38.9pp | 67.9%-36.2pp |
| Annual return | -18.66% | -14.52%-4.1pp | 29.74%-48.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $759 | $1,505-49.6% | $4,176-81.8% | $2,596-70.8% |
| Participant deferral / active EE | $1,717 | $2,636-34.9% | $4,070-57.8% | $4,027-57.4% |
| Admin fee / account holder | $8,145 | $4,020+102.6% | $5,645+44.3% | $5,403+50.8% |