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 9-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 | $17,378 | $69,010-74.8% | $159,960-89.1% | $68,494-74.6% |
| Participation rate | 47.2% | 65.4%-18.2pp | 78.0%-30.7pp | 67.9%-20.7pp |
| Annual return | -15.48% | -9.65%-5.8pp | 408.60%-424.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $823 | $2,213-62.8% | $4,226-80.5% | $2,596-68.3% |
| Participant deferral / active EE | $2,049 | $4,212-51.3% | $6,182-66.9% | $4,027-49.1% |
| Admin fee / account holder | $991 | $4,798-79.3% | $8,698-88.6% | $5,403-81.7% |