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 | $14,467 | $69,010-79.0% | $159,960-91.0% | $68,494-78.9% |
| Participation rate | 53.5% | 65.4%-11.9pp | 78.0%-24.4pp | 67.9%-14.4pp |
| Annual return | -13.67% | -9.65%-4.0pp | 408.60%-422.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,387 | $2,213-37.3% | $4,226-67.2% | $2,596-46.6% |
| Participant deferral / active EE | $1,850 | $4,212-56.1% | $6,182-70.1% | $4,027-54.1% |
| Admin fee / account holder | $1,712 | $4,798-64.3% | $8,698-80.3% | $5,403-68.3% |