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 4-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 | $16,493 | $54,350-69.7% | $82,719-80.1% | $68,494-75.9% |
| Participation rate | 31.4% | 63.9%-32.5pp | 72.6%-41.2pp | 67.9%-36.5pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $498 | $2,218-77.5% | $3,009-83.4% | $2,596-80.8% |
| Participant deferral / active EE | $895 | $3,246-72.4% | $4,395-79.6% | $4,027-77.8% |
| Admin fee / account holder | $1,039 | $4,395-76.4% | $5,329-80.5% | $5,403-80.8% |