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 10-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 | $23,186 | $44,873-48.3% | $79,464-70.8% | $56,287-58.8% |
| Participation rate | 38.6% | 68.7%-30.1pp | 73.3%-34.7pp | 69.9%-31.2pp |
| Annual return | -3.86% | 0.81%-4.7pp | 718.14%-722.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $761 | $2,140-64.5% | $2,800-72.8% | $2,111-64.0% |
| Participant deferral / active EE | $1,481 | $2,746-46.1% | $3,704-60.0% | $3,350-55.8% |
| Admin fee / account holder | $1,075 | $418+156.9% | $5,113-79.0% | $521+106.3% |