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 5-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 | $11,037 | $25,979-57.5% | $71,735-84.6% | $68,494-83.9% |
| Participation rate | 36.2% | 54.5%-18.3pp | 62.3%-26.1pp | 67.9%-31.7pp |
| Annual return | -19.25% | -15.10%-4.1pp | 9.14%-28.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $709 | $900-21.3% | $1,704-58.4% | $2,596-72.7% |
| Participant deferral / active EE | $2,152 | $1,522+41.4% | $2,658-19.0% | $4,027-46.6% |
| Admin fee / account holder | $859 | $2,022-57.5% | $3,974-78.4% | $5,403-84.1% |