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 | $22,543 | $32,117-29.8% | $71,086-68.3% | $64,186-64.9% |
| Participation rate | 1.4% | 42.7%-41.3pp | 54.7%-53.2pp | 69.6%-68.2pp |
| Annual return | -6.33% | -5.57%-0.8pp | 650.59%-656.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $341 | $712-52.1% | $1,088-68.6% | $2,381-85.7% |
| Participant deferral / active EE | $966 | $1,263-23.5% | $1,874-48.5% | $3,470-72.2% |
| Admin fee / account holder | $8,294 | $2,759+200.6% | $3,082+169.1% | $4,888+69.7% |