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 | $31,323 | $95,193-67.1% | $76,523-59.1% | $135,375-76.9% |
| Participation rate | 44.4% | 74.4%-29.9pp | 68.0%-23.6pp | 82.6%-38.2pp |
| Annual return | -1.60% | 4.85%-6.4pp | -0.27%-1.3pp | 519.73%-521.3pp |
| Employer contribution / active EE | $673 | $3,302-79.6% | $2,647-74.6% | $4,779-85.9% |
| Participant deferral / active EE | $1,093 | $4,639-76.5% | $3,835-71.5% | $5,609-80.5% |
| Admin fee / account holder | $3,237 | $6,249-48.2% | $4,848-33.2% | $10,827-70.1% |