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 4-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 | $23,306 | $93,024-74.9% | $77,024-69.7% | $134,475-82.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -8.23% | 62.60%-70.8pp | 42.32%-50.5pp | 417.96%-426.2pp |
| Employer contribution / active EE | $3,017 | $3,418-11.7% | $2,812+7.3% | $4,740-36.4% |
| Participant deferral / active EE | $5,156 | $5,238-1.6% | $4,426+16.5% | $6,400-19.4% |
| Admin fee / account holder | $1,492 | $6,944-78.5% | $5,425-72.5% | $11,426-86.9% |