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 3-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 | $25,966 | $61,774-58.0% | $97,226-73.3% | $80,856-67.9% |
| Participation rate | 12.5% | 63.5%-51.0pp | 72.7%-60.2pp | 67.6%-55.1pp |
| Annual return | 11.70% | -557.90%+569.6pp | 75.13%-63.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $449 | $1,837-75.6% | $2,729-83.6% | $2,755-83.7% |
| Participant deferral / active EE | $1,292 | $3,029-57.3% | $4,264-69.7% | $4,296-69.9% |
| Admin fee / account holder | $3,942 | $5,166-23.7% | $5,654-30.3% | $6,918-43.0% |