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 | $54,775 | $42,894+27.7% | $60,874-10.0% | $68,494-20.0% |
| Participation rate | 29.1% | 66.8%-37.7pp | 73.1%-44.0pp | 67.9%-38.8pp |
| Annual return | -16.88% | -13.98%-2.9pp | 16.90%-33.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $409 | $1,978-79.3% | $2,701-84.8% | $2,596-84.2% |
| Participant deferral / active EE | $1,614 | $2,867-43.7% | $3,817-57.7% | $4,027-59.9% |
| Admin fee / account holder | $1,972 | $3,101-36.4% | $3,224-38.9% | $5,403-63.5% |