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 | $36,295 | $32,117+13.0% | $71,086-48.9% | $64,186-43.5% |
| Participation rate | 55.4% | 42.7%+12.7pp | 54.7%+0.8pp | 69.6%-14.2pp |
| Annual return | -7.22% | -5.57%-1.6pp | 650.59%-657.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,044 | $712+46.5% | $1,088-4.1% | $2,381-56.2% |
| Participant deferral / active EE | $1,003 | $1,263-20.6% | $1,874-46.5% | $3,470-71.1% |
| Admin fee / account holder | $1,670 | $2,759-39.5% | $3,082-45.8% | $4,888-65.8% |