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 5-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 | $5,228 | $27,641-81.1% | $61,373-91.5% | $68,494-92.4% |
| Participation rate | 15.7% | 39.5%-23.8pp | 52.6%-36.8pp | 67.9%-52.2pp |
| Annual return | -10.69% | -13.24%+2.5pp | 338.61%-349.3pp | -7.84%-2.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $489 | $1,263-61.3% | $2,125-77.0% | $4,027-87.9% |
| Admin fee / account holder | $426 | $2,010-78.8% | $2,130-80.0% | $5,403-92.1% |