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 | $32,778 | $49,177-33.3% | $79,464-58.8% | $64,186-48.9% |
| Participation rate | 57.9% | 65.0%-7.1pp | 73.3%-15.5pp | 69.6%-11.7pp |
| Annual return | -5.49% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $852 | $2,076-58.9% | $2,800-69.6% | $2,381-64.2% |
| Participant deferral / active EE | $1,397 | $2,821-50.5% | $3,704-62.3% | $3,470-59.7% |
| Admin fee / account holder | $354 | $3,839-90.8% | $5,113-93.1% | $4,888-92.8% |