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 | $27,392 | $73,867-62.9% | $143,757-80.9% | $68,494-60.0% |
| Participation rate | 19.0% | 66.7%-47.6pp | 80.3%-61.3pp | 67.9%-48.8pp |
| Annual return | -17.59% | 1.01%-18.6pp | -0.04%-17.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $488 | $3,184-84.7% | $4,951-90.1% | $2,596-81.2% |
| Participant deferral / active EE | $949 | $3,384-72.0% | $5,637-83.2% | $4,027-76.4% |
| Admin fee / account holder | $445 | $5,755-92.3% | $14,673-97.0% | $5,403-91.8% |