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 | $36,484 | $65,061-43.9% | $143,757-74.6% | $66,914-45.5% |
| Participation rate | 45.9% | 65.2%-19.2pp | 80.3%-34.4pp | 69.8%-23.9pp |
| Annual return | -12.97% | -11.14%-1.8pp | -0.04%-12.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $485 | $2,361-79.5% | $4,951-90.2% | $2,544-80.9% |
| Participant deferral / active EE | $1,230 | $2,919-57.9% | $5,637-78.2% | $4,237-71.0% |
| Admin fee / account holder | $3,039 | $502+505.5% | $14,673-79.3% | $593+412.3% |