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 | $24,530 | $82,286-70.2% | $68,791-64.3% | $134,475-81.8% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -8.47% | -2.19%-6.3pp | -6.38%-2.1pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,362 | $3,301-58.7% | $2,655-48.7% | $4,740-71.3% |
| Participant deferral / active EE | $2,804 | $4,739-40.8% | $3,941-28.9% | $6,400-56.2% |
| Admin fee / account holder | $937 | $6,481-85.5% | $4,932-81.0% | $11,426-91.8% |