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 | $34,818 | $84,402-58.7% | $61,373-43.3% | $134,475-74.1% |
| Participation rate | 58.8% | 62.2%-3.4pp | 52.6%+6.3pp | 81.2%-22.4pp |
| Annual return | -17.53% | 584.55%-602.1pp | 338.61%-356.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $602 | $1,544-61.0% | $1,159-48.1% | $4,740-87.3% |
| Participant deferral / active EE | $602 | $2,819-78.6% | $2,125-71.7% | $6,400-90.6% |
| Admin fee / account holder | $1,520 | $2,585-41.2% | $2,130-28.6% | $11,426-86.7% |