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 | $29,490 | $106,543-72.3% | $91,220-67.7% | $134,475-78.1% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.2%-53.2pp | 81.2%-61.2pp |
| Annual return | -17.87% | 160.60%-178.5pp | 114.01%-131.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $481 | $3,331-85.6% | $2,850-83.1% | $4,740-89.9% |
| Participant deferral / active EE | $1,048 | $4,719-77.8% | $4,234-75.2% | $6,400-83.6% |
| Admin fee / account holder | $6,267 | $6,231+0.6% | $5,420+15.6% | $11,426-45.1% |