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 | $24,460 | $69,010-64.6% | $159,960-84.7% | $68,494-64.3% |
| Participation rate | 51.5% | 65.4%-13.9pp | 78.0%-26.4pp | 67.9%-16.4pp |
| Annual return | -13.68% | -9.65%-4.0pp | 408.60%-422.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,773 | $4,212-57.9% | $6,182-71.3% | $4,027-56.0% |
| Admin fee / account holder | $4,869 | $4,798+1.5% | $8,698-44.0% | $5,403-9.9% |