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 | $14,818 | $133,958-88.9% | $112,228-86.8% | $134,475-89.0% |
| Participation rate | 45.0% | 78.6%-33.6pp | 75.1%-30.1pp | 81.2%-36.2pp |
| Annual return | -19.78% | 47.11%-66.9pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,150 | $4,038-71.5% | $3,635-68.4% | $4,740-75.7% |
| Participant deferral / active EE | $1,705 | $5,291-67.8% | $4,728-63.9% | $6,400-73.4% |
| Admin fee / account holder | $818 | $7,489-89.1% | $6,410-87.2% | $11,426-92.8% |