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 | $22,523 | $27,641-18.5% | $61,373-63.3% | $68,494-67.1% |
| Participation rate | 36.9% | 39.5%-2.6pp | 52.6%-15.6pp | 67.9%-31.0pp |
| Annual return | -14.85% | -13.24%-1.6pp | 338.61%-353.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $133 | $695-80.9% | $1,159-88.5% | $2,596-94.9% |
| Participant deferral / active EE | $1,331 | $1,263+5.3% | $2,125-37.4% | $4,027-67.0% |
| Admin fee / account holder | $3,349 | $2,010+66.6% | $2,130+57.2% | $5,403-38.0% |