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 | $34,164 | $69,010-50.5% | $159,960-78.6% | $68,494-50.1% |
| Participation rate | 42.4% | 65.4%-23.0pp | 78.0%-35.5pp | 67.9%-25.5pp |
| Annual return | -16.12% | -9.65%-6.5pp | 408.60%-424.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,531 | $2,213-30.8% | $4,226-63.8% | $2,596-41.0% |
| Participant deferral / active EE | $4,527 | $4,212+7.5% | $6,182-26.8% | $4,027+12.4% |
| Admin fee / account holder | $971 | $4,798-79.8% | $8,698-88.8% | $5,403-82.0% |