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 | $60,698 | $54,350+11.7% | $82,719-26.6% | $68,494-11.4% |
| Participation rate | 38.6% | 63.9%-25.4pp | 72.6%-34.0pp | 67.9%-29.3pp |
| Annual return | -13.62% | -13.67%0pp | 701.18%-714.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,451 | $2,218-34.6% | $3,009-51.8% | $2,596-44.1% |
| Participant deferral / active EE | $1,774 | $3,246-45.4% | $4,395-59.6% | $4,027-56.0% |
| Admin fee / account holder | $8,703 | $4,395+98.0% | $5,329+63.3% | $5,403+61.1% |