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 | $40,393 | $49,177-17.9% | $79,464-49.2% | $64,186-37.1% |
| Participation rate | 53.2% | 65.0%-11.8pp | 73.3%-20.1pp | 69.6%-16.3pp |
| Annual return | -4.80% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $996 | $2,076-52.0% | $2,800-64.4% | $2,381-58.2% |
| Participant deferral / active EE | $2,929 | $2,821+3.8% | $3,704-20.9% | $3,470-15.6% |
| Admin fee / account holder | $2,042 | $3,839-46.8% | $5,113-60.1% | $4,888-58.2% |