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 10-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 | $39,505 | $72,404-45.4% | $110,238-64.2% | $64,186-38.5% |
| Participation rate | 46.9% | 73.3%-26.5pp | 79.8%-32.9pp | 69.6%-22.7pp |
| Annual return | -6.24% | -6.29%0pp | 314.74%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,008 | $2,282-55.8% | $3,826-73.7% | $2,381-57.7% |
| Participant deferral / active EE | $1,978 | $3,469-43.0% | $4,672-57.7% | $3,470-43.0% |
| Admin fee / account holder | $627 | $5,664-88.9% | $8,547-92.7% | $4,888-87.2% |