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 | $18,353 | $95,193-80.7% | $76,523-76.0% | $135,375-86.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -9.17% | 4.85%-14.0pp | -0.27%-8.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,419 | $3,302-57.0% | $2,647-46.4% | $4,779-70.3% |
| Participant deferral / active EE | $2,370 | $4,639-48.9% | $3,835-38.2% | $5,609-57.7% |
| Admin fee / account holder | $890 | $6,249-85.8% | $4,848-81.6% | $10,827-91.8% |