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 | $30,881 | $27,641+11.7% | $61,373-49.7% | $68,494-54.9% |
| Participation rate | 28.3% | 39.5%-11.2pp | 52.6%-24.3pp | 67.9%-39.6pp |
| Annual return | -17.27% | -13.24%-4.0pp | 338.61%-355.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $283 | $695-59.3% | $1,159-75.6% | $2,596-89.1% |
| Participant deferral / active EE | $558 | $1,263-55.8% | $2,125-73.7% | $4,027-86.1% |
| Admin fee / account holder | $925 | $2,010-54.0% | $2,130-56.6% | $5,403-82.9% |