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 5-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 | $27,668 | $65,061-57.5% | $143,757-80.8% | $66,914-58.7% |
| Participation rate | 22.5% | 65.2%-42.7pp | 80.3%-57.8pp | 69.8%-47.3pp |
| Annual return | -17.39% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $459 | $2,361-80.6% | $4,951-90.7% | $2,544-82.0% |
| Participant deferral / active EE | $1,170 | $2,919-59.9% | $5,637-79.2% | $4,237-72.4% |
| Admin fee / account holder | $1,943 | $502+287.1% | $14,673-86.8% | $593+227.5% |