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 | $16,530 | $73,867-77.6% | $143,757-88.5% | $68,494-75.9% |
| Participation rate | 54.7% | 66.7%-12.0pp | 80.3%-25.6pp | 67.9%-13.2pp |
| Annual return | -17.77% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,018 | $3,184-68.0% | $4,951-79.4% | $2,596-60.8% |
| Participant deferral / active EE | $1,966 | $3,384-41.9% | $5,637-65.1% | $4,027-51.2% |
| Admin fee / account holder | $948 | $5,755-83.5% | $14,673-93.5% | $5,403-82.5% |