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 8-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 | $19,024 | $69,010-72.4% | $159,960-88.1% | $68,494-72.2% |
| Participation rate | 34.6% | 65.4%-30.8pp | 78.0%-43.3pp | 67.9%-33.3pp |
| Annual return | -13.59% | -9.65%-3.9pp | 408.60%-422.2pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,275 | $4,212-46.0% | $6,182-63.2% | $4,027-43.5% |
| Admin fee / account holder | $949 | $4,798-80.2% | $8,698-89.1% | $5,403-82.4% |