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 | $41,140 | $49,451-16.8% | $79,550-48.3% | $66,914-38.5% |
| Participation rate | 59.3% | 61.3%-2.0pp | 69.5%-10.2pp | 69.8%-10.5pp |
| Annual return | -17.65% | 84.25%-101.9pp | 0.16%-17.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $997 | $1,266-21.3% | $2,413-58.7% | $2,544-60.8% |
| Participant deferral / active EE | $2,178 | $3,159-31.0% | $3,985-45.3% | $4,237-48.6% |
| Admin fee / account holder | $752 | $595+26.5% | $6,832-89.0% | $593+26.8% |