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 | $41,004 | $65,061-37.0% | $143,757-71.5% | $66,914-38.7% |
| Participation rate | 67.0% | 65.2%+1.8pp | 80.3%-13.3pp | 69.8%-2.8pp |
| Annual return | -12.60% | -11.14%-1.5pp | -0.04%-12.6pp | 1.58%-14.2pp |
| Employer contribution / active EE | $2,040 | $2,361-13.6% | $4,951-58.8% | $2,544-19.8% |
| Participant deferral / active EE | $2,996 | $2,919+2.7% | $5,637-46.8% | $4,237-29.3% |
| Admin fee / account holder | $3,239 | $502+545.4% | $14,673-77.9% | $593+446.0% |