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 | $35,536 | $27,641+28.6% | $61,373-42.1% | $68,494-48.1% |
| Participation rate | 31.6% | 39.5%-7.9pp | 52.6%-21.0pp | 67.9%-36.3pp |
| Annual return | -15.08% | -13.24%-1.8pp | 338.61%-353.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $318 | $695-54.2% | $1,159-72.6% | $2,596-87.7% |
| Participant deferral / active EE | $649 | $1,263-48.6% | $2,125-69.4% | $4,027-83.9% |
| Admin fee / account holder | $643 | $2,010-68.0% | $2,130-69.8% | $5,403-88.1% |