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 | $35,049 | $32,117+9.1% | $71,086-50.7% | $64,186-45.4% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.7%-4.7pp | 69.6%-19.6pp |
| Annual return | -8.81% | -5.57%-3.2pp | 650.59%-659.4pp | 7.63%-16.4pp |
| Employer contribution / active EE | $668 | $712-6.1% | $1,088-38.5% | $2,381-71.9% |
| Participant deferral / active EE | $1,540 | $1,263+21.9% | $1,874-17.9% | $3,470-55.6% |
| Admin fee / account holder | $971 | $2,759-64.8% | $3,082-68.5% | $4,888-80.1% |