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 | $29,391 | $30,732-4.4% | $59,496-50.6% | $59,632-50.7% |
| Participation rate | 41.7% | 43.2%-1.5pp | 54.6%-12.9pp | 68.7%-27.0pp |
| Annual return | 0.60% | 4.47%-3.9pp | 182.05%-181.5pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $423 | $631-32.9% | $1,153-63.3% | $2,203-80.8% |
| Participant deferral / active EE | $1,154 | $1,183-2.4% | $1,829-36.9% | $3,192-63.8% |
| Admin fee / account holder | $411 | $2,136-80.8% | $2,232-81.6% | $4,297-90.4% |