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 7-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 | $7,849 | $25,979-69.8% | $71,735-89.1% | $68,494-88.5% |
| Participation rate | 7.9% | 54.5%-46.6pp | 62.3%-54.4pp | 67.9%-60.0pp |
| Annual return | -15.64% | -15.10%-0.5pp | 9.14%-24.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $179 | $900-80.2% | $1,704-89.5% | $2,596-93.1% |
| Participant deferral / active EE | $230 | $1,522-84.9% | $2,658-91.3% | $4,027-94.3% |
| Admin fee / account holder | $11,649 | $2,022+476.2% | $3,974+193.1% | $5,403+115.6% |