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 | $21,884 | $49,177-55.5% | $79,464-72.5% | $64,186-65.9% |
| Participation rate | 63.9% | 65.0%-1.1pp | 73.3%-9.5pp | 69.6%-5.7pp |
| Annual return | -6.64% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,612 | $2,076-22.4% | $2,800-42.4% | $2,381-32.3% |
| Participant deferral / active EE | $2,967 | $2,821+5.2% | $3,704-19.9% | $3,470-14.5% |
| Admin fee / account holder | $1,479 | $3,839-61.5% | $5,113-71.1% | $4,888-69.7% |