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 7-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 | $31,261 | $46,674-33.0% | $117,472-73.4% | $68,494-54.4% |
| Participation rate | 23.3% | 56.8%-33.5pp | 70.6%-47.3pp | 67.9%-44.6pp |
| Annual return | -15.12% | -14.52%-0.6pp | 29.74%-44.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $533 | $1,505-64.6% | $4,176-87.2% | $2,596-79.5% |
| Participant deferral / active EE | $1,328 | $2,636-49.6% | $4,070-67.4% | $4,027-67.0% |
| Admin fee / account holder | $1,906 | $4,020-52.6% | $5,645-66.2% | $5,403-64.7% |