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 | $11,781 | $73,867-84.1% | $143,757-91.8% | $68,494-82.8% |
| Participation rate | 44.2% | 66.7%-22.5pp | 80.3%-36.1pp | 67.9%-23.7pp |
| Annual return | -15.34% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,236 | $3,384-63.5% | $5,637-78.1% | $4,027-69.3% |
| Admin fee / account holder | $399 | $5,755-93.1% | $14,673-97.3% | $5,403-92.6% |