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 | $25,202 | $53,162-52.6% | $91,220-72.4% | $68,494-63.2% |
| Participation rate | 21.6% | 63.2%-41.6pp | 73.2%-51.6pp | 67.9%-46.3pp |
| Annual return | -15.91% | -3.14%-12.8pp | 114.01%-129.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $644 | $1,709-62.3% | $2,850-77.4% | $2,596-75.2% |
| Participant deferral / active EE | $1,723 | $2,974-42.1% | $4,234-59.3% | $4,027-57.2% |
| Admin fee / account holder | $2,846 | $4,493-36.7% | $5,420-47.5% | $5,403-47.3% |