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 | $19,504 | $54,350-64.1% | $82,719-76.4% | $68,494-71.5% |
| Participation rate | 37.8% | 63.9%-26.1pp | 72.6%-34.8pp | 67.9%-30.1pp |
| Annual return | -16.21% | -13.67%-2.5pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $297 | $2,218-86.6% | $3,009-90.1% | $2,596-88.6% |
| Participant deferral / active EE | $1,830 | $3,246-43.6% | $4,395-58.4% | $4,027-54.6% |
| Admin fee / account holder | $5,675 | $4,395+29.1% | $5,329+6.5% | $5,403+5.0% |