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 | $75,019 | $54,350+38.0% | $82,719-9.3% | $68,494+9.5% |
| Participation rate | 35.8% | 63.9%-28.1pp | 72.6%-36.7pp | 67.9%-32.0pp |
| Annual return | -8.76% | -13.67%+4.9pp | 701.18%-709.9pp | -7.84%-0.9pp |
| Employer contribution / active EE | $774 | $2,218-65.1% | $3,009-74.3% | $2,596-70.2% |
| Participant deferral / active EE | $2,224 | $3,246-31.5% | $4,395-49.4% | $4,027-44.8% |
| Admin fee / account holder | $44,511 | $4,395+912.7% | $5,329+735.3% | $5,403+723.9% |