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 4-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 | $15,089 | $73,867-79.6% | $143,757-89.5% | $68,494-78.0% |
| Participation rate | 32.3% | 66.7%-34.4pp | 80.3%-48.0pp | 67.9%-35.6pp |
| Annual return | -15.74% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $773 | $3,184-75.7% | $4,951-84.4% | $2,596-70.2% |
| Participant deferral / active EE | $1,729 | $3,384-48.9% | $5,637-69.3% | $4,027-57.1% |
| Admin fee / account holder | $372 | $5,755-93.5% | $14,673-97.5% | $5,403-93.1% |