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 9-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 | $19,315 | $39,798-51.5% | $67,711-71.5% | $59,632-67.6% |
| Participation rate | 68.8% | 57.4%+11.4pp | 67.5%+1.2pp | 68.7%+0.1pp |
| Annual return | 0.03% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $836 | $1,393-40.0% | $2,559-67.3% | $2,203-62.0% |
| Participant deferral / active EE | $1,027 | $2,335-56.0% | $3,585-71.3% | $3,192-67.8% |
| Admin fee / account holder | $313 | $3,212-90.3% | $4,255-92.6% | $4,297-92.7% |