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 | $25,249 | $158,817-84.1% | $121,196-79.2% | $135,375-81.3% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -7.59% | -0.64%-7.0pp | 16.93%-24.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,099 | $5,665-80.6% | $4,022-72.7% | $4,779-77.0% |
| Participant deferral / active EE | $1,262 | $4,005-68.5% | $3,344-62.3% | $5,609-77.5% |
| Admin fee / account holder | $353 | $6,512-94.6% | $5,019-93.0% | $10,827-96.7% |