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 6-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 | $22,407 | $73,867-69.7% | $143,757-84.4% | $68,494-67.3% |
| Participation rate | 30.4% | 66.7%-36.3pp | 80.3%-49.9pp | 67.9%-37.5pp |
| Annual return | -19.22% | 1.01%-20.2pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $774 | $3,184-75.7% | $4,951-84.4% | $2,596-70.2% |
| Participant deferral / active EE | $1,620 | $3,384-52.1% | $5,637-71.3% | $4,027-59.8% |
| Admin fee / account holder | $688 | $5,755-88.0% | $14,673-95.3% | $5,403-87.3% |