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 | $38,557 | $73,867-47.8% | $143,757-73.2% | $68,494-43.7% |
| Participation rate | 33.9% | 66.7%-32.7pp | 80.3%-46.4pp | 67.9%-34.0pp |
| Annual return | -15.09% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $997 | $3,184-68.7% | $4,951-79.9% | $2,596-61.6% |
| Participant deferral / active EE | $1,587 | $3,384-53.1% | $5,637-71.9% | $4,027-60.6% |
| Admin fee / account holder | $1,045 | $5,755-81.8% | $14,673-92.9% | $5,403-80.7% |