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 | $12,594 | $27,641-54.4% | $61,373-79.5% | $68,494-81.6% |
| Participation rate | 15.9% | 39.5%-23.6pp | 52.6%-36.7pp | 67.9%-52.0pp |
| Annual return | -20.66% | -13.24%-7.4pp | 338.61%-359.3pp | -7.84%-12.8pp |
| Employer contribution / active EE | $426 | $695-38.8% | $1,159-63.3% | $2,596-83.6% |
| Participant deferral / active EE | $1,021 | $1,263-19.2% | $2,125-52.0% | $4,027-74.7% |
| Admin fee / account holder | $829 | $2,010-58.8% | $2,130-61.1% | $5,403-84.7% |