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 | $17,999 | $27,641-34.9% | $61,373-70.7% | $68,494-73.7% |
| Participation rate | 48.5% | 39.5%+9.0pp | 52.6%-4.1pp | 67.9%-19.4pp |
| Annual return | -8.26% | -13.24%+5.0pp | 338.61%-346.9pp | -7.84%-0.4pp |
| Employer contribution / active EE | $1,354 | $695+94.7% | $1,159+16.8% | $2,596-47.8% |
| Participant deferral / active EE | $1,615 | $1,263+27.9% | $2,125-24.0% | $4,027-59.9% |
| Admin fee / account holder | $498 | $2,010-75.2% | $2,130-76.6% | $5,403-90.8% |