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 4-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 | $21,204 | $64,707-67.2% | $112,228-81.1% | $68,494-69.0% |
| Participation rate | 29.7% | 67.2%-37.5pp | 75.1%-45.4pp | 67.9%-38.2pp |
| Annual return | -17.27% | -11.40%-5.9pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $818 | $2,746-70.2% | $3,635-77.5% | $2,596-68.5% |
| Participant deferral / active EE | $1,947 | $3,565-45.4% | $4,728-58.8% | $4,027-51.7% |
| Admin fee / account holder | $664 | $5,232-87.3% | $6,410-89.6% | $5,403-87.7% |