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 | $28,060 | $54,350-48.4% | $82,719-66.1% | $68,494-59.0% |
| Participation rate | 64.5% | 63.9%+0.6pp | 72.6%-8.0pp | 67.9%-3.4pp |
| Annual return | -14.38% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,342 | $2,218-39.5% | $3,009-55.4% | $2,596-48.3% |
| Participant deferral / active EE | $1,052 | $3,246-67.6% | $4,395-76.1% | $4,027-73.9% |
| Admin fee / account holder | $8,783 | $4,395+99.8% | $5,329+64.8% | $5,403+62.6% |