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 | $43,151 | $49,177-12.3% | $79,464-45.7% | $64,186-32.8% |
| Participation rate | 40.7% | 65.0%-24.3pp | 73.3%-32.6pp | 69.6%-28.8pp |
| Annual return | -5.11% | -1.16%-4.0pp | 718.14%-723.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $375 | $2,076-81.9% | $2,800-86.6% | $2,381-84.3% |
| Participant deferral / active EE | $2,631 | $2,821-6.8% | $3,704-29.0% | $3,470-24.2% |
| Admin fee / account holder | $12,002 | $3,839+212.7% | $5,113+134.7% | $4,888+145.5% |