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 | $103,510 | $76,000+36.2% | $154,107-32.8% | $64,186+61.3% |
| Participation rate | 38.7% | 70.4%-31.7pp | 83.0%-44.3pp | 69.6%-30.9pp |
| Annual return | -6.03% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $650 | $3,351-80.6% | $5,298-87.7% | $2,381-72.7% |
| Participant deferral / active EE | $3,046 | $3,175-4.1% | $5,081-40.0% | $3,470-12.2% |
| Admin fee / account holder | $2,849 | $5,596-49.1% | $13,411-78.8% | $4,888-41.7% |