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 | $35,692 | $82,664-56.8% | $125,339-71.5% | $68,494-47.9% |
| Participation rate | 53.7% | 75.0%-21.3pp | 82.4%-28.6pp | 67.9%-14.2pp |
| Annual return | -14.99% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,696 | $3,381-49.8% | $4,814-64.8% | $2,596-34.7% |
| Participant deferral / active EE | $2,542 | $6,110-58.4% | $7,446-65.9% | $4,027-36.9% |
| Admin fee / account holder | $1,080 | $6,275-82.8% | $10,010-89.2% | $5,403-80.0% |