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 | $28,191 | $64,839-56.5% | $95,585-70.5% | $84,808-66.8% |
| Participation rate | 53.8% | 63.8%-10.0pp | 72.1%-18.2pp | 68.3%-14.5pp |
| Annual return | 24.58% | -670.96%+695.5pp | 38.56%-14.0pp | 40.90%-16.3pp |
| Employer contribution / active EE | $1,078 | $1,759-38.7% | $2,527-57.3% | $2,631-59.0% |
| Participant deferral / active EE | $2,525 | $2,965-14.8% | $4,023-37.2% | $4,212-40.0% |
| Admin fee / account holder | $1,423 | $5,964-76.1% | $6,127-76.8% | $7,344-80.6% |