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 10-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 | $21,596 | $73,867-70.8% | $143,757-85.0% | $68,494-68.5% |
| Participation rate | 35.4% | 66.7%-31.3pp | 80.3%-44.9pp | 67.9%-32.5pp |
| Annual return | -14.03% | 1.01%-15.0pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $974 | $3,184-69.4% | $4,951-80.3% | $2,596-62.5% |
| Participant deferral / active EE | $2,480 | $3,384-26.7% | $5,637-56.0% | $4,027-38.4% |
| Admin fee / account holder | $1,157 | $5,755-79.9% | $14,673-92.1% | $5,403-78.6% |