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 | $48,945 | $49,177-0.5% | $79,464-38.4% | $64,186-23.7% |
| Participation rate | 65.6% | 65.0%+0.6pp | 73.3%-7.7pp | 69.6%-3.9pp |
| Annual return | -4.74% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $776 | $2,076-62.6% | $2,800-72.3% | $2,381-67.4% |
| Participant deferral / active EE | $1,679 | $2,821-40.5% | $3,704-54.7% | $3,470-51.6% |
| Admin fee / account holder | $3,240 | $3,839-15.6% | $5,113-36.6% | $4,888-33.7% |