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 | $41,075 | $87,705-53.2% | $63,517-35.3% | $125,391-67.2% |
| Participation rate | 27.8% | 77.0%-49.3pp | 71.0%-43.3pp | 83.2%-55.4pp |
| Annual return | -1.63% | 21.70%-23.3pp | -70.30%+68.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,603 | $3,939-33.9% | $2,953-11.8% | $5,352-51.4% |
| Admin fee / account holder | $321 | $11,948-97.3% | $5,892-94.6% | $9,540-96.6% |