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 | $21,411 | $49,177-56.5% | $79,464-73.1% | $64,186-66.6% |
| Participation rate | 58.8% | 65.0%-6.2pp | 73.3%-14.5pp | 69.6%-10.7pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,009 | $2,076-3.2% | $2,800-28.2% | $2,381-15.6% |
| Participant deferral / active EE | $3,620 | $2,821+28.3% | $3,704-2.3% | $3,470+4.3% |
| Admin fee / account holder | $541 | $3,839-85.9% | $5,113-89.4% | $4,888-88.9% |