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 | $33,822 | $73,867-54.2% | $143,757-76.5% | $68,494-50.6% |
| Participation rate | 24.4% | 66.7%-42.2pp | 80.3%-55.9pp | 67.9%-43.4pp |
| Annual return | -16.04% | 1.01%-17.0pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $778 | $3,184-75.6% | $4,951-84.3% | $2,596-70.0% |
| Participant deferral / active EE | $1,150 | $3,384-66.0% | $5,637-79.6% | $4,027-71.4% |
| Admin fee / account holder | $446 | $5,755-92.3% | $14,673-97.0% | $5,403-91.8% |