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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,496 | $26,549+161.8% | $61,373+13.2% | $66,914+3.9% |
| Participation rate | 0.0% | 38.1%-38.1pp | 52.6%-52.6pp | 69.8%-69.8pp |
| Annual return | -10.44% | -16.21%+5.8pp | 338.61%-349.0pp | 1.58%-12.0pp |
| Employer contribution / active EE | $162 | $651-75.2% | $1,159-86.0% | $2,544-93.6% |
| Participant deferral / active EE | $383 | $1,338-71.4% | $2,125-82.0% | $4,237-91.0% |
| Admin fee / account holder | $649 | $409+58.8% | $2,130-69.5% | $593+9.4% |