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 | $70,408 | $27,641+154.7% | $61,373+14.7% | $68,494+2.8% |
| Participation rate | 36.1% | 39.5%-3.4pp | 52.6%-16.5pp | 67.9%-31.8pp |
| Annual return | -17.77% | -13.24%-4.5pp | 338.61%-356.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $246 | $695-64.6% | $1,159-78.8% | $2,596-90.5% |
| Participant deferral / active EE | $2,462 | $1,263+94.9% | $2,125+15.9% | $4,027-38.9% |
| Admin fee / account holder | $660 | $2,010-67.2% | $2,130-69.0% | $5,403-87.8% |