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 | $34,434 | $73,867-53.4% | $143,757-76.0% | $68,494-49.7% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -10.49% | 1.01%-11.5pp | -0.04%-10.4pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,484 | $3,184-53.4% | $4,951-70.0% | $2,596-42.8% |
| Participant deferral / active EE | $2,045 | $3,384-39.6% | $5,637-63.7% | $4,027-49.2% |
| Admin fee / account holder | $921 | $5,755-84.0% | $14,673-93.7% | $5,403-83.0% |