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 | $9,999 | $73,867-86.5% | $143,757-93.0% | $68,494-85.4% |
| Participation rate | 48.3% | 66.7%-18.4pp | 80.3%-32.0pp | 67.9%-19.6pp |
| Annual return | -17.68% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $594 | $3,184-81.3% | $4,951-88.0% | $2,596-77.1% |
| Participant deferral / active EE | $1,106 | $3,384-67.3% | $5,637-80.4% | $4,027-72.5% |
| Admin fee / account holder | $726 | $5,755-87.4% | $14,673-95.1% | $5,403-86.6% |