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 | $52,380 | $54,350-3.6% | $82,719-36.7% | $68,494-23.5% |
| Participation rate | 35.9% | 63.9%-28.0pp | 72.6%-36.6pp | 67.9%-32.0pp |
| Annual return | -14.12% | -13.67%-0.4pp | 701.18%-715.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $278 | $2,218-87.5% | $3,009-90.8% | $2,596-89.3% |
| Participant deferral / active EE | $1,464 | $3,246-54.9% | $4,395-66.7% | $4,027-63.7% |
| Admin fee / account holder | $1,567 | $4,395-64.3% | $5,329-70.6% | $5,403-71.0% |