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 | $70,220 | $32,117+118.6% | $71,086-1.2% | $64,186+9.4% |
| Participation rate | 12.8% | 42.7%-29.9pp | 54.7%-41.9pp | 69.6%-56.8pp |
| Annual return | -8.63% | -5.57%-3.1pp | 650.59%-659.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $247 | $712-65.4% | $1,088-77.3% | $2,381-89.6% |
| Participant deferral / active EE | $1,589 | $1,263+25.8% | $1,874-15.2% | $3,470-54.2% |
| Admin fee / account holder | $374 | $2,759-86.4% | $3,082-87.9% | $4,888-92.3% |