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 8-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 | $19,226 | $57,354-66.5% | $83,848-77.1% | $64,186-70.0% |
| Participation rate | 12.0% | 68.6%-56.6pp | 76.1%-64.1pp | 69.6%-57.6pp |
| Annual return | -3.22% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $699 | $2,545-72.6% | $3,631-80.8% | $2,381-70.7% |
| Participant deferral / active EE | $1,461 | $2,993-51.2% | $4,082-64.2% | $3,470-57.9% |
| Admin fee / account holder | $4,911 | $4,046+21.4% | $5,478-10.3% | $4,888+0.5% |