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 8-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 | $23,824 | $100,754-76.4% | $86,677-72.5% | $134,475-82.3% |
| Participation rate | 40.0% | 78.9%-38.9pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -16.85% | 29.04%-45.9pp | 35.91%-52.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $966 | $3,489-72.3% | $2,836-66.0% | $4,740-79.6% |
| Participant deferral / active EE | $2,398 | $5,338-55.1% | $4,656-48.5% | $6,400-62.5% |
| Admin fee / account holder | $1,040 | $10,926-90.5% | $7,493-86.1% | $11,426-90.9% |