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 | $13,291 | $93,024-85.7% | $77,024-82.7% | $134,475-90.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -21.16% | 62.60%-83.8pp | 42.32%-63.5pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,774 | $3,418-48.1% | $2,812-36.9% | $4,740-62.6% |
| Participant deferral / active EE | $2,212 | $5,238-57.8% | $4,426-50.0% | $6,400-65.4% |
| Admin fee / account holder | $1,337 | $6,944-80.7% | $5,425-75.4% | $11,426-88.3% |