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 | $34,526 | $27,641+24.9% | $61,373-43.7% | $68,494-49.6% |
| Participation rate | 63.6% | 39.5%+24.1pp | 52.6%+11.1pp | 67.9%-4.3pp |
| Annual return | -19.55% | -13.24%-6.3pp | 338.61%-358.2pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,534 | $695+120.5% | $1,159+32.3% | $2,596-40.9% |
| Participant deferral / active EE | $2,419 | $1,263+91.5% | $2,125+13.9% | $4,027-39.9% |
| Admin fee / account holder | $6,248 | $2,010+210.9% | $2,130+193.4% | $5,403+15.6% |