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 | $31,171 | $27,641+12.8% | $61,373-49.2% | $68,494-54.5% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -16.78% | -13.24%-3.5pp | 338.61%-355.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $414 | $695-40.5% | $1,159-64.3% | $2,596-84.1% |
| Participant deferral / active EE | $1,507 | $1,263+19.3% | $2,125-29.1% | $4,027-62.6% |
| Admin fee / account holder | $961 | $2,010-52.2% | $2,130-54.9% | $5,403-82.2% |