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 6-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 | $13,741 | $45,863-70.0% | $77,024-82.2% | $68,494-79.9% |
| Participation rate | 22.5% | 55.9%-33.4pp | 67.9%-45.4pp | 67.9%-45.4pp |
| Annual return | -19.08% | 1.72%-20.8pp | 42.32%-61.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $517 | $1,650-68.6% | $2,812-81.6% | $2,596-80.1% |
| Participant deferral / active EE | $912 | $2,962-69.2% | $4,426-79.4% | $4,027-77.4% |
| Admin fee / account holder | $1,330 | $3,041-56.3% | $5,425-75.5% | $5,403-75.4% |