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 | $50,124 | $49,177+1.9% | $79,464-36.9% | $64,186-21.9% |
| Participation rate | 23.9% | 65.0%-41.1pp | 73.3%-49.4pp | 69.6%-45.6pp |
| Annual return | -0.29% | -1.16%+0.9pp | 718.14%-718.4pp | 7.63%-7.9pp |
| Employer contribution / active EE | $316 | $2,076-84.8% | $2,800-88.7% | $2,381-86.7% |
| Participant deferral / active EE | $952 | $2,821-66.2% | $3,704-74.3% | $3,470-72.6% |
| Admin fee / account holder | $19,359 | $3,839+404.3% | $5,113+278.6% | $4,888+296.1% |