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 7-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 | $24,395 | $54,350-55.1% | $82,719-70.5% | $68,494-64.4% |
| Participation rate | 44.4% | 63.9%-19.5pp | 72.6%-28.1pp | 67.9%-23.4pp |
| Annual return | -19.36% | -13.67%-5.7pp | 701.18%-720.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,309 | $2,218-41.0% | $3,009-56.5% | $2,596-49.6% |
| Participant deferral / active EE | $1,924 | $3,246-40.7% | $4,395-56.2% | $4,027-52.2% |
| Admin fee / account holder | $828 | $4,395-81.2% | $5,329-84.5% | $5,403-84.7% |