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 | $6,926 | $64,839-89.3% | $95,585-92.8% | $84,808-91.8% |
| Participation rate | 59.6% | 63.8%-4.2pp | 72.1%-12.5pp | 68.3%-8.7pp |
| Annual return | 19.55% | -670.96%+690.5pp | 38.56%-19.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,201 | $1,759-31.7% | $2,527-52.5% | $2,631-54.3% |
| Participant deferral / active EE | $2,021 | $2,965-31.8% | $4,023-49.7% | $4,212-52.0% |
| Admin fee / account holder | $2,310 | $5,964-61.3% | $6,127-62.3% | $7,344-68.5% |