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 5-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 | $14,686 | $82,286-82.2% | $68,791-78.7% | $134,475-89.1% |
| Participation rate | 31.6% | 75.1%-43.5pp | 69.0%-37.4pp | 81.2%-49.6pp |
| Annual return | -19.83% | -2.19%-17.6pp | -6.38%-13.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,985 | $4,739-15.9% | $3,941+1.1% | $6,400-37.7% |
| Admin fee / account holder | $620 | $6,481-90.4% | $4,932-87.4% | $11,426-94.6% |