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 | $26,550 | $69,010-61.5% | $159,960-83.4% | $68,494-61.2% |
| Participation rate | 65.9% | 65.4%+0.5pp | 78.0%-12.0pp | 67.9%-2.0pp |
| Annual return | -19.09% | -9.65%-9.4pp | 408.60%-427.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,667 | $4,212-36.7% | $6,182-56.9% | $4,027-33.8% |
| Admin fee / account holder | $763 | $4,798-84.1% | $8,698-91.2% | $5,403-85.9% |