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 | $19,554 | $57,354-65.9% | $83,848-76.7% | $64,186-69.5% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -8.07% | 11.38%-19.5pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $617 | $2,545-75.8% | $3,631-83.0% | $2,381-74.1% |
| Participant deferral / active EE | $1,253 | $2,993-58.1% | $4,082-69.3% | $3,470-63.9% |
| Admin fee / account holder | $555 | $4,046-86.3% | $5,478-89.9% | $4,888-88.7% |