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 | $28,763 | $54,350-47.1% | $82,719-65.2% | $68,494-58.0% |
| Participation rate | 35.3% | 63.9%-28.6pp | 72.6%-37.3pp | 67.9%-32.6pp |
| Annual return | -15.37% | -13.67%-1.7pp | 701.18%-716.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $953 | $2,218-57.0% | $3,009-68.3% | $2,596-63.3% |
| Participant deferral / active EE | $2,578 | $3,246-20.6% | $4,395-41.3% | $4,027-36.0% |
| Admin fee / account holder | $630 | $4,395-85.7% | $5,329-88.2% | $5,403-88.3% |