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 | $98,060 | $50,199+95.3% | $70,092+39.9% | $66,914+46.5% |
| Participation rate | 19.8% | 66.3%-46.5pp | 70.5%-50.6pp | 69.8%-50.0pp |
| Annual return | -17.02% | -13.85%-3.2pp | 190.73%-207.8pp | 1.58%-18.6pp |
| Employer contribution / active EE | $649 | $1,864-65.2% | $2,559-74.6% | $2,544-74.5% |
| Participant deferral / active EE | $1,791 | $3,112-42.5% | $3,849-53.5% | $4,237-57.7% |
| Admin fee / account holder | $2,116 | $600+252.8% | $6,267-66.2% | $593+256.7% |