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 | $16,637 | $49,177-66.2% | $79,464-79.1% | $64,186-74.1% |
| Participation rate | 47.2% | 65.0%-17.8pp | 73.3%-26.1pp | 69.6%-22.3pp |
| Annual return | -1.18% | -1.16%0pp | 718.14%-719.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $471 | $2,076-77.3% | $2,800-83.2% | $2,381-80.2% |
| Participant deferral / active EE | $829 | $2,821-70.6% | $3,704-77.6% | $3,470-76.1% |
| Admin fee / account holder | $7,925 | $3,839+106.4% | $5,113+55.0% | $4,888+62.1% |