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 | $8,875 | $48,265-81.6% | $68,791-87.1% | $68,494-87.0% |
| Participation rate | 38.3% | 60.7%-22.4pp | 69.0%-30.7pp | 67.9%-29.6pp |
| Annual return | -12.53% | -12.71%+0.2pp | -6.38%-6.2pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,314 | $1,829-28.1% | $2,655-50.5% | $2,596-49.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $634 | $4,355-85.4% | $4,932-87.1% | $5,403-88.3% |