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 | $42,808 | $167,307-74.4% | $143,757-70.2% | $134,475-68.2% |
| Participation rate | 55.0% | 84.8%-29.8pp | 80.3%-25.3pp | 81.2%-26.2pp |
| Annual return | -16.54% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,250 | $5,619-60.0% | $4,951-54.6% | $4,740-52.5% |
| Participant deferral / active EE | $2,502 | $6,446-61.2% | $5,637-55.6% | $6,400-60.9% |
| Admin fee / account holder | $5,104 | $18,088-71.8% | $14,673-65.2% | $11,426-55.3% |