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 | $18,088 | $64,839-72.1% | $95,585-81.1% | $84,808-78.7% |
| Participation rate | 23.5% | 63.8%-40.3pp | 72.1%-48.5pp | 68.3%-44.8pp |
| Annual return | 23.46% | -670.96%+694.4pp | 38.56%-15.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $374 | $1,759-78.7% | $2,527-85.2% | $2,631-85.8% |
| Participant deferral / active EE | $1,337 | $2,965-54.9% | $4,023-66.8% | $4,212-68.3% |
| Admin fee / account holder | $718 | $5,964-88.0% | $6,127-88.3% | $7,344-90.2% |