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 | $6,354 | $27,641-77.0% | $61,373-89.6% | $68,494-90.7% |
| Participation rate | 30.8% | 39.5%-8.7pp | 52.6%-21.8pp | 67.9%-37.1pp |
| Annual return | -17.92% | -13.24%-4.7pp | 338.61%-356.5pp | -7.84%-10.1pp |
| Employer contribution / active EE | $805 | $695+15.8% | $1,159-30.5% | $2,596-69.0% |
| Participant deferral / active EE | $975 | $1,263-22.8% | $2,125-54.1% | $4,027-75.8% |
| Admin fee / account holder | $2,819 | $2,010+40.3% | $2,130+32.4% | $5,403-47.8% |