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 | $16,966 | $84,402-79.9% | $61,373-72.4% | $134,475-87.4% |
| Participation rate | 60.9% | 62.2%-1.3pp | 52.6%+8.3pp | 81.2%-20.4pp |
| Annual return | -17.73% | 584.55%-602.3pp | 338.61%-356.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $764 | $1,544-50.5% | $1,159-34.1% | $4,740-83.9% |
| Participant deferral / active EE | $1,466 | $2,819-48.0% | $2,125-31.0% | $6,400-77.1% |
| Admin fee / account holder | $628 | $2,585-75.7% | $2,130-70.5% | $11,426-94.5% |