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 | $46,159 | $54,350-15.1% | $82,719-44.2% | $68,494-32.6% |
| Participation rate | 42.1% | 63.9%-21.8pp | 72.6%-30.4pp | 67.9%-25.8pp |
| Annual return | -15.38% | -13.67%-1.7pp | 701.18%-716.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,915 | $3,246-41.0% | $4,395-56.4% | $4,027-52.4% |
| Admin fee / account holder | $9,678 | $4,395+120.2% | $5,329+81.6% | $5,403+79.1% |