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 | $29,434 | $32,117-8.4% | $71,086-58.6% | $64,186-54.1% |
| Participation rate | 28.7% | 42.7%-14.0pp | 54.7%-25.9pp | 69.6%-40.8pp |
| Annual return | -5.61% | -5.57%0pp | 650.59%-656.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $152 | $712-78.6% | $1,088-86.0% | $2,381-93.6% |
| Participant deferral / active EE | $811 | $1,263-35.8% | $1,874-56.7% | $3,470-76.6% |
| Admin fee / account holder | $2,251 | $2,759-18.4% | $3,082-27.0% | $4,888-54.0% |