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 | $22,800 | $52,903-56.9% | $73,307-68.9% | $59,632-61.8% |
| Participation rate | 56.0% | 68.2%-12.2pp | 74.9%-18.9pp | 68.7%-12.7pp |
| Annual return | -0.58% | 12.20%-12.8pp | 5.67%-6.2pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,590 | $1,909-16.7% | $3,237-50.9% | $2,203-27.8% |
| Participant deferral / active EE | $2,473 | $4,069-39.2% | $4,991-50.5% | $3,192-22.5% |
| Admin fee / account holder | $15,823 | $3,834+312.7% | $5,637+180.7% | $4,297+268.2% |