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 | $13,883 | $39,019-64.4% | $80,716-82.8% | $85,850-83.8% |
| Participation rate | 55.6% | 41.5%+14.0pp | 54.2%+1.4pp | 69.3%-13.8pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $676 | $722-6.3% | $1,160-41.7% | $2,565-73.6% |
| Participant deferral / active EE | $2,135 | $1,326+61.1% | $2,146-0.5% | $3,952-46.0% |
| Admin fee / account holder | $755 | $2,431-68.9% | $3,380-77.7% | $6,260-87.9% |