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 | $7,199 | $27,641-74.0% | $61,373-88.3% | $68,494-89.5% |
| Participation rate | 16.9% | 39.5%-22.6pp | 52.6%-35.7pp | 67.9%-51.0pp |
| Annual return | 77.04% | -13.24%+90.3pp | 338.61%-261.6pp | -7.84%+84.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $668 | $1,263-47.1% | $2,125-68.6% | $4,027-83.4% |
| Admin fee / account holder | $385 | $2,010-80.9% | $2,130-81.9% | $5,403-92.9% |