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 9-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 | $26,847 | $105,860-74.6% | $90,749-70.4% | $134,475-80.0% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.7%-20.1pp | 81.2%-25.7pp |
| Annual return | -17.30% | -11.01%-6.3pp | -12.16%-5.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,124 | $3,462-67.5% | $2,921-61.5% | $4,740-76.3% |
| Participant deferral / active EE | $2,117 | $5,216-59.4% | $4,564-53.6% | $6,400-66.9% |
| Admin fee / account holder | $1,677 | $13,938-88.0% | $8,445-80.1% | $11,426-85.3% |