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 6-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 | $65,607 | $93,024-29.5% | $77,024-14.8% | $134,475-51.2% |
| Participation rate | 18.2% | 74.5%-56.3pp | 67.9%-49.7pp | 81.2%-63.0pp |
| Annual return | -17.18% | 62.60%-79.8pp | 42.32%-59.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $837 | $3,418-75.5% | $2,812-70.2% | $4,740-82.3% |
| Participant deferral / active EE | $3,727 | $5,238-28.8% | $4,426-15.8% | $6,400-41.8% |
| Admin fee / account holder | $359 | $6,944-94.8% | $5,425-93.4% | $11,426-96.9% |