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 | $26,930 | $72,177-62.7% | $115,037-76.6% | $59,632-54.8% |
| Participation rate | 56.1% | 72.6%-16.5pp | 81.4%-25.3pp | 68.7%-12.6pp |
| Annual return | -0.37% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,303 | $2,841-54.1% | $4,608-71.7% | $2,203-40.8% |
| Participant deferral / active EE | $2,943 | $4,783-38.5% | $6,026-51.2% | $3,192-7.8% |
| Admin fee / account holder | $1,040 | $4,927-78.9% | $8,175-87.3% | $4,297-75.8% |