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 | $36,996 | $54,350-31.9% | $82,719-55.3% | $68,494-46.0% |
| Participation rate | 46.6% | 63.9%-17.3pp | 72.6%-26.0pp | 67.9%-21.3pp |
| Annual return | -18.53% | -13.67%-4.9pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $907 | $2,218-59.1% | $3,009-69.8% | $2,596-65.0% |
| Participant deferral / active EE | $3,615 | $3,246+11.4% | $4,395-17.7% | $4,027-10.2% |
| Admin fee / account holder | $8,212 | $4,395+86.8% | $5,329+54.1% | $5,403+52.0% |