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 | $8,264 | $27,641-70.1% | $61,373-86.5% | $68,494-87.9% |
| Participation rate | 63.9% | 39.5%+24.4pp | 52.6%+11.3pp | 67.9%-4.0pp |
| Annual return | -20.84% | -13.24%-7.6pp | 338.61%-359.4pp | -7.84%-13.0pp |
| Employer contribution / active EE | $400 | $695-42.5% | $1,159-65.5% | $2,596-84.6% |
| Participant deferral / active EE | $1,567 | $1,263+24.1% | $2,125-26.3% | $4,027-61.1% |
| Admin fee / account holder | $408 | $2,010-79.7% | $2,130-80.8% | $5,403-92.4% |