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 | $32,794 | $72,404-54.7% | $110,238-70.3% | $64,186-48.9% |
| Participation rate | 50.9% | 73.3%-22.4pp | 79.8%-28.9pp | 69.6%-18.6pp |
| Annual return | -3.44% | -6.29%+2.9pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $837 | $2,282-63.3% | $3,826-78.1% | $2,381-64.8% |
| Participant deferral / active EE | $1,972 | $3,469-43.1% | $4,672-57.8% | $3,470-43.1% |
| Admin fee / account holder | $895 | $5,664-84.2% | $8,547-89.5% | $4,888-81.7% |