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 | $18,953 | $93,024-79.6% | $77,024-75.4% | $134,475-85.9% |
| Participation rate | 53.3% | 74.5%-21.1pp | 67.9%-14.6pp | 81.2%-27.9pp |
| Annual return | -17.20% | 62.60%-79.8pp | 42.32%-59.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,141 | $3,418-66.6% | $2,812-59.4% | $4,740-75.9% |
| Participant deferral / active EE | $2,290 | $5,238-56.3% | $4,426-48.3% | $6,400-64.2% |
| Admin fee / account holder | $3,189 | $6,944-54.1% | $5,425-41.2% | $11,426-72.1% |