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 | $33,025 | $49,177-32.8% | $79,464-58.4% | $64,186-48.5% |
| Participation rate | 65.8% | 65.0%+0.8pp | 73.3%-7.6pp | 69.6%-3.8pp |
| Annual return | -6.63% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $462 | $2,076-77.7% | $2,800-83.5% | $2,381-80.6% |
| Participant deferral / active EE | $2,958 | $2,821+4.8% | $3,704-20.1% | $3,470-14.8% |
| Admin fee / account holder | $766 | $3,839-80.0% | $5,113-85.0% | $4,888-84.3% |