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 | $19,221 | $49,177-60.9% | $79,464-75.8% | $64,186-70.1% |
| Participation rate | 36.6% | 65.0%-28.4pp | 73.3%-36.7pp | 69.6%-32.9pp |
| Annual return | -4.53% | -1.16%-3.4pp | 718.14%-722.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $558 | $2,076-73.1% | $2,800-80.1% | $2,381-76.5% |
| Participant deferral / active EE | $1,590 | $2,821-43.7% | $3,704-57.1% | $3,470-54.2% |
| Admin fee / account holder | $462 | $3,839-88.0% | $5,113-91.0% | $4,888-90.6% |