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 | $59,739 | $32,117+86.0% | $71,086-16.0% | $64,186-6.9% |
| Participation rate | 29.6% | 42.7%-13.1pp | 54.7%-25.1pp | 69.6%-40.0pp |
| Annual return | -7.97% | -5.57%-2.4pp | 650.59%-658.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $635 | $712-10.8% | $1,088-41.6% | $2,381-73.3% |
| Participant deferral / active EE | $1,328 | $1,263+5.1% | $1,874-29.2% | $3,470-61.7% |
| Admin fee / account holder | $908 | $2,759-67.1% | $3,082-70.6% | $4,888-81.4% |