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 | $70,577 | $49,451+42.7% | $79,550-11.3% | $66,914+5.5% |
| Participation rate | 20.0% | 61.3%-41.3pp | 69.5%-49.5pp | 69.8%-49.8pp |
| Annual return | -17.83% | 84.25%-102.1pp | 0.16%-18.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $857 | $1,266-32.3% | $2,413-64.5% | $2,544-66.3% |
| Participant deferral / active EE | $1,754 | $3,159-44.5% | $3,985-56.0% | $4,237-58.6% |
| Admin fee / account holder | $3,596 | $595+504.8% | $6,832-47.4% | $593+506.1% |