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 | $85,578 | $49,177+74.0% | $79,464+7.7% | $64,186+33.3% |
| Participation rate | 36.1% | 65.0%-28.9pp | 73.3%-37.2pp | 69.6%-33.5pp |
| Annual return | -2.68% | -1.16%-1.5pp | 718.14%-720.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $684 | $2,076-67.1% | $2,800-75.6% | $2,381-71.3% |
| Participant deferral / active EE | $1,769 | $2,821-37.3% | $3,704-52.2% | $3,470-49.0% |
| Admin fee / account holder | $18,129 | $3,839+372.2% | $5,113+254.6% | $4,888+270.9% |