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 | $16,137 | $93,024-82.7% | $77,024-79.0% | $134,475-88.0% |
| Participation rate | 69.2% | 74.5%-5.3pp | 67.9%+1.3pp | 81.2%-12.0pp |
| Annual return | -17.10% | 62.60%-79.7pp | 42.32%-59.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,170 | $3,418-65.8% | $2,812-58.4% | $4,740-75.3% |
| Participant deferral / active EE | $3,998 | $5,238-23.7% | $4,426-9.7% | $6,400-37.5% |
| Admin fee / account holder | $629 | $6,944-90.9% | $5,425-88.4% | $11,426-94.5% |