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 | $38,349 | $27,641+38.7% | $61,373-37.5% | $68,494-44.0% |
| Participation rate | 44.4% | 39.5%+5.0pp | 52.6%-8.1pp | 67.9%-23.4pp |
| Annual return | -16.51% | -13.24%-3.3pp | 338.61%-355.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $192 | $695-72.5% | $1,159-83.5% | $2,596-92.6% |
| Participant deferral / active EE | $1,477 | $1,263+17.0% | $2,125-30.5% | $4,027-63.3% |
| Admin fee / account holder | $912 | $2,010-54.6% | $2,130-57.2% | $5,403-83.1% |