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 | $10,007 | $39,019-74.4% | $80,716-87.6% | $85,850-88.3% |
| Participation rate | 46.4% | 41.5%+4.9pp | 54.2%-7.7pp | 69.3%-22.9pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $972 | $722+34.6% | $1,160-16.2% | $2,565-62.1% |
| Participant deferral / active EE | $1,391 | $1,326+4.9% | $2,146-35.2% | $3,952-64.8% |
| Admin fee / account holder | $670 | $2,431-72.4% | $3,380-80.2% | $6,260-89.3% |