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 | $37,625 | $27,641+36.1% | $61,373-38.7% | $68,494-45.1% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -18.93% | -13.24%-5.7pp | 338.61%-357.5pp | -7.84%-11.1pp |
| Employer contribution / active EE | $326 | $695-53.1% | $1,159-71.8% | $2,596-87.4% |
| Participant deferral / active EE | $1,064 | $1,263-15.8% | $2,125-49.9% | $4,027-73.6% |
| Admin fee / account holder | $599 | $2,010-70.2% | $2,130-71.9% | $5,403-88.9% |