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 | $20,888 | $142,344-85.3% | $119,609-82.5% | $134,475-84.5% |
| Participation rate | 44.4% | 82.8%-38.4pp | 79.3%-34.8pp | 81.2%-36.8pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,579 | $6,469-13.8% | $5,602-0.4% | $6,400-12.8% |
| Admin fee / account holder | $9,797 | $13,584-27.9% | $10,323-5.1% | $11,426-14.3% |