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 5-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 | $11,498 | $27,641-58.4% | $61,373-81.3% | $68,494-83.2% |
| Participation rate | 57.4% | 39.5%+17.9pp | 52.6%+4.8pp | 67.9%-10.5pp |
| Annual return | 24.19% | -13.24%+37.4pp | 338.61%-314.4pp | -7.84%+32.0pp |
| Employer contribution / active EE | $1,425 | $695+104.9% | $1,159+22.9% | $2,596-45.1% |
| Participant deferral / active EE | $2,453 | $1,263+94.2% | $2,125+15.4% | $4,027-39.1% |
| Admin fee / account holder | $721 | $2,010-64.2% | $2,130-66.2% | $5,403-86.7% |