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 | $12,844 | $54,350-76.4% | $82,719-84.5% | $68,494-81.2% |
| Participation rate | 59.2% | 63.9%-4.7pp | 72.6%-13.4pp | 67.9%-8.7pp |
| Annual return | -18.22% | -13.67%-4.6pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,198 | $2,218-46.0% | $3,009-60.2% | $2,596-53.9% |
| Participant deferral / active EE | $2,617 | $3,246-19.4% | $4,395-40.5% | $4,027-35.0% |
| Admin fee / account holder | $1,775 | $4,395-59.6% | $5,329-66.7% | $5,403-67.2% |