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 | $43,931 | $27,641+58.9% | $61,373-28.4% | $68,494-35.9% |
| Participation rate | 47.5% | 39.5%+8.0pp | 52.6%-5.0pp | 67.9%-20.3pp |
| Annual return | -14.25% | -13.24%-1.0pp | 338.61%-352.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,204 | $695+73.2% | $1,159+3.9% | $2,596-53.6% |
| Participant deferral / active EE | $1,957 | $1,263+54.9% | $2,125-7.9% | $4,027-51.4% |
| Admin fee / account holder | $13,626 | $2,010+577.9% | $2,130+539.8% | $5,403+152.2% |