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 | $26,332 | $54,350-51.6% | $82,719-68.2% | $68,494-61.6% |
| Participation rate | 69.0% | 63.9%+5.1pp | 72.6%-3.5pp | 67.9%+1.2pp |
| Annual return | -15.43% | -13.67%-1.8pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $776 | $2,218-65.0% | $3,009-74.2% | $2,596-70.1% |
| Participant deferral / active EE | $3,200 | $3,246-1.4% | $4,395-27.2% | $4,027-20.5% |
| Admin fee / account holder | $2,685 | $4,395-38.9% | $5,329-49.6% | $5,403-50.3% |