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 | $27,356 | $54,350-49.7% | $82,719-66.9% | $68,494-60.1% |
| Participation rate | 31.6% | 63.9%-32.3pp | 72.6%-40.9pp | 67.9%-36.2pp |
| Annual return | -18.24% | -13.67%-4.6pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $672 | $2,218-69.7% | $3,009-77.7% | $2,596-74.1% |
| Participant deferral / active EE | $1,371 | $3,246-57.8% | $4,395-68.8% | $4,027-66.0% |
| Admin fee / account holder | $2,333 | $4,395-46.9% | $5,329-56.2% | $5,403-56.8% |