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 | $19,099 | $45,863-58.4% | $77,024-75.2% | $68,494-72.1% |
| Participation rate | 36.2% | 55.9%-19.7pp | 67.9%-31.7pp | 67.9%-31.7pp |
| Annual return | -10.03% | 1.72%-11.8pp | 42.32%-52.3pp | -7.84%-2.2pp |
| Employer contribution / active EE | $382 | $1,650-76.8% | $2,812-86.4% | $2,596-85.3% |
| Participant deferral / active EE | $820 | $2,962-72.3% | $4,426-81.5% | $4,027-79.6% |
| Admin fee / account holder | $1,327 | $3,041-56.4% | $5,425-75.5% | $5,403-75.4% |