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 | $50,589 | $27,641+83.0% | $61,373-17.6% | $68,494-26.1% |
| Participation rate | 27.3% | 39.5%-12.2pp | 52.6%-25.3pp | 67.9%-40.6pp |
| Annual return | -18.52% | -13.24%-5.3pp | 338.61%-357.1pp | -7.84%-10.7pp |
| Employer contribution / active EE | $127 | $695-81.8% | $1,159-89.1% | $2,596-95.1% |
| Participant deferral / active EE | $1,032 | $1,263-18.3% | $2,125-51.5% | $4,027-74.4% |
| Admin fee / account holder | $517 | $2,010-74.3% | $2,130-75.7% | $5,403-90.4% |