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 | $28,827 | $48,265-40.3% | $68,791-58.1% | $68,494-57.9% |
| Participation rate | 40.7% | 60.7%-19.9pp | 69.0%-28.3pp | 67.9%-27.1pp |
| Annual return | -18.69% | -12.71%-6.0pp | -6.38%-12.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,272 | $2,867-55.6% | $3,941-67.7% | $4,027-68.4% |
| Admin fee / account holder | $587 | $4,355-86.5% | $4,932-88.1% | $5,403-89.1% |