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 | $20,883 | $73,867-71.7% | $143,757-85.5% | $68,494-69.5% |
| Participation rate | 55.2% | 66.7%-11.5pp | 80.3%-25.1pp | 67.9%-12.7pp |
| Annual return | -18.94% | 1.01%-20.0pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,120 | $3,184-64.8% | $4,951-77.4% | $2,596-56.9% |
| Participant deferral / active EE | $2,787 | $3,384-17.7% | $5,637-50.6% | $4,027-30.8% |
| Admin fee / account holder | $649 | $5,755-88.7% | $14,673-95.6% | $5,403-88.0% |