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 6-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 | $23,552 | $27,641-14.8% | $61,373-61.6% | $68,494-65.6% |
| Participation rate | 10.3% | 39.5%-29.1pp | 52.6%-42.2pp | 67.9%-57.5pp |
| Annual return | -19.58% | -13.24%-6.3pp | 338.61%-358.2pp | -7.84%-11.7pp |
| Employer contribution / active EE | $500 | $695-28.1% | $1,159-56.8% | $2,596-80.7% |
| Participant deferral / active EE | $1,277 | $1,263+1.1% | $2,125-39.9% | $4,027-68.3% |
| Admin fee / account holder | $830 | $2,010-58.7% | $2,130-61.0% | $5,403-84.6% |