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 | $32,482 | $86,655-62.5% | $119,609-72.8% | $66,914-51.5% |
| Participation rate | 34.3% | 75.6%-41.3pp | 79.3%-44.9pp | 69.8%-35.5pp |
| Annual return | -15.50% | -8.00%-7.5pp | -14.97%-0.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,367 | $4,358-45.7% | $5,602-57.8% | $4,237-44.1% |
| Admin fee / account holder | $4,171 | $755+452.6% | $10,323-59.6% | $593+603.0% |