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 7-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 | $11,278 | $26,549-57.5% | $61,373-81.6% | $66,914-83.1% |
| Participation rate | 15.0% | 38.1%-23.1pp | 52.6%-37.6pp | 69.8%-54.8pp |
| Annual return | 15.12% | -16.21%+31.3pp | 338.61%-323.5pp | 1.58%+13.5pp |
| Employer contribution / active EE | $257 | $651-60.6% | $1,159-77.9% | $2,544-89.9% |
| Participant deferral / active EE | $589 | $1,338-56.0% | $2,125-72.3% | $4,237-86.1% |
| Admin fee / account holder | $2,064 | $409+405.1% | $2,130-3.1% | $593+247.9% |