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 | $20,699 | $59,107-65.0% | $86,436-76.1% | $68,494-69.8% |
| Participation rate | 62.9% | 75.2%-12.3pp | 80.3%-17.4pp | 67.9%-5.0pp |
| Annual return | -16.69% | -0.23%-16.5pp | 4394.89%-4411.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $4,749 | $2,519+88.5% | $3,769+26.0% | $2,596+82.9% |
| Participant deferral / active EE | $10,595 | $5,901+79.5% | $6,952+52.4% | $4,027+163.1% |
| Admin fee / account holder | $2,413 | $5,637-57.2% | $6,731-64.2% | $5,403-55.3% |