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 | $30,618 | $49,177-37.7% | $79,464-61.5% | $64,186-52.3% |
| Participation rate | 52.5% | 65.0%-12.5pp | 73.3%-20.8pp | 69.6%-17.1pp |
| Annual return | -6.21% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $463 | $2,076-77.7% | $2,800-83.5% | $2,381-80.6% |
| Participant deferral / active EE | $1,637 | $2,821-42.0% | $3,704-55.8% | $3,470-52.8% |
| Admin fee / account holder | $414 | $3,839-89.2% | $5,113-91.9% | $4,888-91.5% |