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 | $39,238 | $27,641+42.0% | $61,373-36.1% | $68,494-42.7% |
| Participation rate | 62.2% | 39.5%+22.7pp | 52.6%+9.6pp | 67.9%-5.7pp |
| Annual return | -16.70% | -13.24%-3.5pp | 338.61%-355.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,462 | $695+110.3% | $1,159+26.1% | $2,596-43.7% |
| Participant deferral / active EE | $2,814 | $1,263+122.7% | $2,125+32.4% | $4,027-30.1% |
| Admin fee / account holder | $350 | $2,010-82.6% | $2,130-83.6% | $5,403-93.5% |