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 | $27,585 | $32,117-14.1% | $71,086-61.2% | $64,186-57.0% |
| Participation rate | 38.7% | 42.7%-4.0pp | 54.7%-15.9pp | 69.6%-30.9pp |
| Annual return | -8.91% | -5.57%-3.3pp | 650.59%-659.5pp | 7.63%-16.5pp |
| Employer contribution / active EE | $512 | $712-28.1% | $1,088-52.9% | $2,381-78.5% |
| Participant deferral / active EE | $2,240 | $1,263+77.3% | $1,874+19.5% | $3,470-35.4% |
| Admin fee / account holder | $795 | $2,759-71.2% | $3,082-74.2% | $4,888-83.7% |