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 | $26,273 | $73,867-64.4% | $143,757-81.7% | $68,494-61.6% |
| Participation rate | 58.3% | 66.7%-8.3pp | 80.3%-22.0pp | 67.9%-9.6pp |
| Annual return | -16.49% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $693 | $3,184-78.2% | $4,951-86.0% | $2,596-73.3% |
| Participant deferral / active EE | $1,418 | $3,384-58.1% | $5,637-74.8% | $4,027-64.8% |
| Admin fee / account holder | $4,919 | $5,755-14.5% | $14,673-66.5% | $5,403-9.0% |