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 7-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 | $24,060 | $82,286-70.8% | $68,791-65.0% | $134,475-82.1% |
| Participation rate | 47.8% | 75.1%-27.2pp | 69.0%-21.2pp | 81.2%-33.4pp |
| Annual return | -17.79% | -2.19%-15.6pp | -6.38%-11.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,520 | $3,301-53.9% | $2,655-42.7% | $4,740-67.9% |
| Participant deferral / active EE | $2,919 | $4,739-38.4% | $3,941-25.9% | $6,400-54.4% |
| Admin fee / account holder | $773 | $6,481-88.1% | $4,932-84.3% | $11,426-93.2% |