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 | $19,359 | $49,177-60.6% | $79,464-75.6% | $64,186-69.8% |
| Participation rate | 41.5% | 65.0%-23.5pp | 73.3%-31.8pp | 69.6%-28.1pp |
| Annual return | -4.02% | -1.16%-2.9pp | 718.14%-722.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $826 | $2,076-60.2% | $2,800-70.5% | $2,381-65.3% |
| Participant deferral / active EE | $1,074 | $2,821-61.9% | $3,704-71.0% | $3,470-69.0% |
| Admin fee / account holder | $10,366 | $3,839+170.0% | $5,113+102.7% | $4,888+112.1% |