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 | $54,577 | $54,350+0.4% | $82,719-34.0% | $68,494-20.3% |
| Participation rate | 32.9% | 63.9%-31.0pp | 72.6%-39.7pp | 67.9%-35.0pp |
| Annual return | -9.65% | -13.67%+4.0pp | 701.18%-710.8pp | -7.84%-1.8pp |
| Employer contribution / active EE | $676 | $2,218-69.5% | $3,009-77.5% | $2,596-74.0% |
| Participant deferral / active EE | $2,236 | $3,246-31.1% | $4,395-49.1% | $4,027-44.5% |
| Admin fee / account holder | $641 | $4,395-85.4% | $5,329-88.0% | $5,403-88.1% |