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 | $38,067 | $54,350-30.0% | $82,719-54.0% | $68,494-44.4% |
| Participation rate | 41.0% | 63.9%-22.9pp | 72.6%-31.5pp | 67.9%-26.9pp |
| Annual return | -14.44% | -13.67%-0.8pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,734 | $2,218-21.8% | $3,009-42.4% | $2,596-33.2% |
| Participant deferral / active EE | $2,978 | $3,246-8.3% | $4,395-32.2% | $4,027-26.0% |
| Admin fee / account holder | $2,122 | $4,395-51.7% | $5,329-60.2% | $5,403-60.7% |