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 | $14,928 | $54,350-72.5% | $82,719-82.0% | $68,494-78.2% |
| Participation rate | 53.5% | 63.9%-10.4pp | 72.6%-19.1pp | 67.9%-14.4pp |
| Annual return | -15.67% | -13.67%-2.0pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $511 | $2,218-77.0% | $3,009-83.0% | $2,596-80.3% |
| Participant deferral / active EE | $1,157 | $3,246-64.4% | $4,395-73.7% | $4,027-71.3% |
| Admin fee / account holder | $1,884 | $4,395-57.1% | $5,329-64.7% | $5,403-65.1% |