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 | $37,491 | $45,825-18.2% | $90,645-58.6% | $56,287-33.4% |
| Participation rate | 41.9% | 66.7%-24.8pp | 74.0%-32.1pp | 69.9%-28.0pp |
| Annual return | -6.69% | 38.64%-45.3pp | 1.88%-8.6pp | -9.96%+3.3pp |
| Employer contribution / active EE | $545 | $1,372-60.3% | $2,532-78.5% | $2,111-74.2% |
| Participant deferral / active EE | $1,169 | $2,562-54.4% | $3,425-65.9% | $3,350-65.1% |
| Admin fee / account holder | $3,284 | $413+695.9% | $4,994-34.2% | $521+530.4% |