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 8-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 | $10,630 | $73,867-85.6% | $143,757-92.6% | $68,494-84.5% |
| Participation rate | 52.8% | 66.7%-13.9pp | 80.3%-27.5pp | 67.9%-15.1pp |
| Annual return | -7.61% | 1.01%-8.6pp | -0.04%-7.6pp | -7.84%+0.2pp |
| Employer contribution / active EE | $797 | $3,184-75.0% | $4,951-83.9% | $2,596-69.3% |
| Participant deferral / active EE | $1,485 | $3,384-56.1% | $5,637-73.7% | $4,027-63.1% |
| Admin fee / account holder | $625 | $5,755-89.1% | $14,673-95.7% | $5,403-88.4% |