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 6-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 | $12,354 | $53,162-76.8% | $91,220-86.5% | $68,494-82.0% |
| Participation rate | 35.6% | 63.2%-27.7pp | 73.2%-37.6pp | 67.9%-32.3pp |
| Annual return | -17.87% | -3.14%-14.7pp | 114.01%-131.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,015 | $1,709-40.6% | $2,850-64.4% | $2,596-60.9% |
| Participant deferral / active EE | $1,710 | $2,974-42.5% | $4,234-59.6% | $4,027-57.5% |
| Admin fee / account holder | $531 | $4,493-88.2% | $5,420-90.2% | $5,403-90.2% |