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 | $25,540 | $54,350-53.0% | $82,719-69.1% | $68,494-62.7% |
| Participation rate | 41.7% | 63.9%-22.3pp | 72.6%-30.9pp | 67.9%-26.2pp |
| Annual return | -14.74% | -13.67%-1.1pp | 701.18%-715.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,082 | $2,218-51.2% | $3,009-64.0% | $2,596-58.3% |
| Participant deferral / active EE | $1,629 | $3,246-49.8% | $4,395-62.9% | $4,027-59.6% |
| Admin fee / account holder | $1,013 | $4,395-77.0% | $5,329-81.0% | $5,403-81.3% |