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 | $48,952 | $142,344-65.6% | $119,609-59.1% | $134,475-63.6% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -16.29% | -12.44%-3.8pp | -14.97%-1.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,176 | $5,222-58.3% | $4,232-48.6% | $4,740-54.1% |
| Participant deferral / active EE | $4,324 | $6,469-33.2% | $5,602-22.8% | $6,400-32.4% |
| Admin fee / account holder | $703 | $13,584-94.8% | $10,323-93.2% | $11,426-93.8% |