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 8-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 | $26,711 | $67,331-60.3% | $60,874-56.1% | $134,475-80.1% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.1%-50.9pp | 81.2%-59.0pp |
| Annual return | -15.17% | 49.93%-65.1pp | 16.90%-32.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $660 | $3,096-78.7% | $2,701-75.6% | $4,740-86.1% |
| Participant deferral / active EE | $3,957 | $4,538-12.8% | $3,817+3.7% | $6,400-38.2% |
| Admin fee / account holder | $1,377 | $4,582-70.0% | $3,224-57.3% | $11,426-87.9% |