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 | $21,910 | $54,350-59.7% | $82,719-73.5% | $68,494-68.0% |
| Participation rate | 46.6% | 63.9%-17.4pp | 72.6%-26.0pp | 67.9%-21.3pp |
| Annual return | -18.03% | -13.67%-4.4pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,255 | $2,218-43.4% | $3,009-58.3% | $2,596-51.7% |
| Participant deferral / active EE | $2,820 | $3,246-13.1% | $4,395-35.8% | $4,027-30.0% |
| Admin fee / account holder | $1,983 | $4,395-54.9% | $5,329-62.8% | $5,403-63.3% |