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 | $94,909 | $95,862-1.0% | $79,550+19.3% | $134,475-29.4% |
| Participation rate | 23.8% | 75.0%-51.2pp | 69.5%-45.7pp | 81.2%-57.4pp |
| Annual return | -18.14% | -2.69%-15.4pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $690 | $3,128-77.9% | $2,413-71.4% | $4,740-85.4% |
| Participant deferral / active EE | $1,482 | $4,693-68.4% | $3,985-62.8% | $6,400-76.9% |
| Admin fee / account holder | $18,050 | $9,126+97.8% | $6,832+164.2% | $11,426+58.0% |