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 6-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 | $11,934 | $73,867-83.8% | $143,757-91.7% | $68,494-82.6% |
| Participation rate | 39.0% | 66.7%-27.7pp | 80.3%-41.3pp | 67.9%-28.9pp |
| Annual return | -19.18% | 1.01%-20.2pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $638 | $3,184-79.9% | $4,951-87.1% | $2,596-75.4% |
| Participant deferral / active EE | $1,647 | $3,384-51.3% | $5,637-70.8% | $4,027-59.1% |
| Admin fee / account holder | $949 | $5,755-83.5% | $14,673-93.5% | $5,403-82.4% |