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 | $48,972 | $82,286-40.5% | $68,791-28.8% | $134,475-63.6% |
| Participation rate | 41.7% | 75.1%-33.4pp | 69.0%-27.4pp | 81.2%-39.6pp |
| Annual return | -20.56% | -2.19%-18.4pp | -6.38%-14.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $811 | $3,301-75.4% | $2,655-69.5% | $4,740-82.9% |
| Participant deferral / active EE | $1,588 | $4,739-66.5% | $3,941-59.7% | $6,400-75.2% |
| Admin fee / account holder | $11,519 | $6,481+77.7% | $4,932+133.6% | $11,426+0.8% |