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 | $29,232 | $73,867-60.4% | $143,757-79.7% | $68,494-57.3% |
| Participation rate | 37.5% | 66.7%-29.2pp | 80.3%-42.8pp | 67.9%-30.4pp |
| Annual return | -9.21% | 1.01%-10.2pp | -0.04%-9.2pp | -7.84%-1.4pp |
| Employer contribution / active EE | $1,279 | $3,184-59.8% | $4,951-74.2% | $2,596-50.7% |
| Participant deferral / active EE | $1,880 | $3,384-44.5% | $5,637-66.7% | $4,027-53.3% |
| Admin fee / account holder | $2,951 | $5,755-48.7% | $14,673-79.9% | $5,403-45.4% |