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 | $21,946 | $93,024-76.4% | $77,024-71.5% | $134,475-83.7% |
| Participation rate | 64.3% | 74.5%-10.2pp | 67.9%-3.6pp | 81.2%-16.9pp |
| Annual return | -20.41% | 62.60%-83.0pp | 42.32%-62.7pp | 417.96%-438.4pp |
| Employer contribution / active EE | $548 | $3,418-84.0% | $2,812-80.5% | $4,740-88.4% |
| Participant deferral / active EE | $6,854 | $5,238+30.9% | $4,426+54.8% | $6,400+7.1% |
| Admin fee / account holder | $808 | $6,944-88.4% | $5,425-85.1% | $11,426-92.9% |