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 7-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 | $13,487 | $73,867-81.7% | $143,757-90.6% | $68,494-80.3% |
| Participation rate | 60.4% | 66.7%-6.3pp | 80.3%-19.9pp | 67.9%-7.5pp |
| Annual return | -16.14% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $674 | $3,184-78.8% | $4,951-86.4% | $2,596-74.0% |
| Participant deferral / active EE | $2,206 | $3,384-34.8% | $5,637-60.9% | $4,027-45.2% |
| Admin fee / account holder | $569 | $5,755-90.1% | $14,673-96.1% | $5,403-89.5% |