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 | $29,979 | $57,354-47.7% | $83,848-64.2% | $64,186-53.3% |
| Participation rate | 51.8% | 68.6%-16.8pp | 76.1%-24.3pp | 69.6%-17.8pp |
| Annual return | -6.27% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $716 | $2,545-71.9% | $3,631-80.3% | $2,381-69.9% |
| Participant deferral / active EE | $1,425 | $2,993-52.4% | $4,082-65.1% | $3,470-58.9% |
| Admin fee / account holder | $725 | $4,046-82.1% | $5,478-86.8% | $4,888-85.2% |