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 4-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 | $7,496 | $64,839-88.4% | $95,585-92.2% | $84,808-91.2% |
| Participation rate | 43.9% | 63.8%-19.9pp | 72.1%-28.2pp | 68.3%-24.4pp |
| Annual return | 26.62% | -670.96%+697.6pp | 38.56%-11.9pp | 40.90%-14.3pp |
| Employer contribution / active EE | $672 | $1,759-61.8% | $2,527-73.4% | $2,631-74.5% |
| Participant deferral / active EE | $1,288 | $2,965-56.6% | $4,023-68.0% | $4,212-69.4% |
| Admin fee / account holder | $1,303 | $5,964-78.2% | $6,127-78.7% | $7,344-82.3% |