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 | $25,083 | $82,286-69.5% | $68,791-63.5% | $134,475-81.3% |
| Participation rate | 45.0% | 75.1%-30.1pp | 69.0%-24.0pp | 81.2%-36.2pp |
| Annual return | -17.73% | -2.19%-15.5pp | -6.38%-11.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $948 | $3,301-71.3% | $2,655-64.3% | $4,740-80.0% |
| Participant deferral / active EE | $1,482 | $4,739-68.7% | $3,941-62.4% | $6,400-76.8% |
| Admin fee / account holder | $2,158 | $6,481-66.7% | $4,932-56.2% | $11,426-81.1% |