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 | $30,322 | $43,723-30.6% | $121,196-75.0% | $64,186-52.8% |
| Participation rate | 27.1% | 58.3%-31.2pp | 71.7%-44.6pp | 69.6%-42.4pp |
| Annual return | -7.43% | 68.91%-76.3pp | 16.93%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,298 | $2,280-43.1% | $3,344-61.2% | $3,470-62.6% |
| Admin fee / account holder | $818 | $3,501-76.6% | $5,019-83.7% | $4,888-83.3% |