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 | $29,821 | $49,177-39.4% | $79,464-62.5% | $64,186-53.5% |
| Participation rate | 41.3% | 65.0%-23.7pp | 73.3%-32.0pp | 69.6%-28.2pp |
| Annual return | -5.12% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $607 | $2,076-70.8% | $2,800-78.3% | $2,381-74.5% |
| Participant deferral / active EE | $2,672 | $2,821-5.3% | $3,704-27.9% | $3,470-23.0% |
| Admin fee / account holder | $2,074 | $3,839-46.0% | $5,113-59.4% | $4,888-57.6% |