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 | $48,634 | $49,177-1.1% | $79,464-38.8% | $64,186-24.2% |
| Participation rate | 25.6% | 65.0%-39.4pp | 73.3%-47.7pp | 69.6%-43.9pp |
| Annual return | -6.43% | -1.16%-5.3pp | 718.14%-724.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $357 | $2,076-82.8% | $2,800-87.3% | $2,381-85.0% |
| Participant deferral / active EE | $950 | $2,821-66.3% | $3,704-74.3% | $3,470-72.6% |
| Admin fee / account holder | $1,133 | $3,839-70.5% | $5,113-77.8% | $4,888-76.8% |