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 | $13,933 | $25,979-46.4% | $71,735-80.6% | $68,494-79.7% |
| Participation rate | 22.9% | 54.5%-31.6pp | 62.3%-39.4pp | 67.9%-45.0pp |
| Annual return | -16.09% | -15.10%-1.0pp | 9.14%-25.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $421 | $900-53.3% | $1,704-75.3% | $2,596-83.8% |
| Participant deferral / active EE | $708 | $1,522-53.5% | $2,658-73.4% | $4,027-82.4% |
| Admin fee / account holder | $310 | $2,022-84.7% | $3,974-92.2% | $5,403-94.3% |