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 | $43,802 | $49,177-10.9% | $79,464-44.9% | $64,186-31.8% |
| Participation rate | 28.4% | 65.0%-36.6pp | 73.3%-45.0pp | 69.6%-41.2pp |
| Annual return | -2.19% | -1.16%-1.0pp | 718.14%-720.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $263 | $2,076-87.3% | $2,800-90.6% | $2,381-88.9% |
| Participant deferral / active EE | $1,053 | $2,821-62.7% | $3,704-71.6% | $3,470-69.7% |
| Admin fee / account holder | $336 | $3,839-91.3% | $5,113-93.4% | $4,888-93.1% |