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 3-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 | $30,980 | $73,867-58.1% | $143,757-78.4% | $68,494-54.8% |
| Participation rate | 63.5% | 66.7%-3.2pp | 80.3%-16.8pp | 67.9%-4.4pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $709 | $3,184-77.7% | $4,951-85.7% | $2,596-72.7% |
| Participant deferral / active EE | $1,714 | $3,384-49.4% | $5,637-69.6% | $4,027-57.4% |
| Admin fee / account holder | $340 | $5,755-94.1% | $14,673-97.7% | $5,403-93.7% |