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 | $82,522 | $54,350+51.8% | $82,719-0.2% | $68,494+20.5% |
| Participation rate | 24.1% | 63.9%-39.8pp | 72.6%-48.5pp | 67.9%-43.8pp |
| Annual return | -16.16% | -13.67%-2.5pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,491 | $3,246+7.5% | $4,395-20.6% | $4,027-13.3% |
| Admin fee / account holder | $2,141 | $4,395-51.3% | $5,329-59.8% | $5,403-60.4% |