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 | $43,264 | $54,350-20.4% | $82,719-47.7% | $68,494-36.8% |
| Participation rate | 38.1% | 63.9%-25.8pp | 72.6%-34.5pp | 67.9%-29.8pp |
| Annual return | -11.66% | -13.67%+2.0pp | 701.18%-712.8pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,002 | $2,218-54.8% | $3,009-66.7% | $2,596-61.4% |
| Participant deferral / active EE | $1,984 | $3,246-38.9% | $4,395-54.9% | $4,027-50.7% |
| Admin fee / account holder | $2,189 | $4,395-50.2% | $5,329-58.9% | $5,403-59.5% |