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 | $38,463 | $82,664-53.5% | $125,339-69.3% | $68,494-43.8% |
| Participation rate | 55.7% | 75.0%-19.4pp | 82.4%-26.7pp | 67.9%-12.2pp |
| Annual return | -17.50% | -5.97%-11.5pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,296 | $3,381-32.1% | $4,814-52.3% | $2,596-11.6% |
| Participant deferral / active EE | $3,973 | $6,110-35.0% | $7,446-46.6% | $4,027-1.3% |
| Admin fee / account holder | $1,804 | $6,275-71.3% | $10,010-82.0% | $5,403-66.6% |