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 7-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 | $8,938 | $27,641-67.7% | $61,373-85.4% | $68,494-87.0% |
| Participation rate | 32.0% | 39.5%-7.5pp | 52.6%-20.6pp | 67.9%-35.9pp |
| Annual return | -15.75% | -13.24%-2.5pp | 338.61%-354.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $467 | $695-32.9% | $1,159-59.7% | $2,596-82.0% |
| Participant deferral / active EE | $675 | $1,263-46.6% | $2,125-68.2% | $4,027-83.2% |
| Admin fee / account holder | $654 | $2,010-67.5% | $2,130-69.3% | $5,403-87.9% |