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 | $15,945 | $69,010-76.9% | $159,960-90.0% | $68,494-76.7% |
| Participation rate | 40.0% | 65.4%-25.4pp | 78.0%-38.0pp | 67.9%-27.9pp |
| Annual return | -14.10% | -9.65%-4.5pp | 408.60%-422.7pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,014 | $2,213-54.2% | $4,226-76.0% | $2,596-60.9% |
| Participant deferral / active EE | $2,413 | $4,212-42.7% | $6,182-61.0% | $4,027-40.1% |
| Admin fee / account holder | $1,074 | $4,798-77.6% | $8,698-87.7% | $5,403-80.1% |