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 | $23,720 | $27,641-14.2% | $61,373-61.4% | $68,494-65.4% |
| Participation rate | 15.2% | 39.5%-24.3pp | 52.6%-37.4pp | 67.9%-52.7pp |
| Annual return | -20.27% | -13.24%-7.0pp | 338.61%-358.9pp | -7.84%-12.4pp |
| Employer contribution / active EE | $599 | $695-13.9% | $1,159-48.3% | $2,596-76.9% |
| Participant deferral / active EE | $750 | $1,263-40.6% | $2,125-64.7% | $4,027-81.4% |
| Admin fee / account holder | $542 | $2,010-73.0% | $2,130-74.6% | $5,403-90.0% |