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 | $31,502 | $54,229-41.9% | $70,092-55.1% | $68,494-54.0% |
| Participation rate | 48.2% | 64.5%-16.3pp | 70.5%-22.3pp | 67.9%-19.7pp |
| Annual return | -18.51% | -13.87%-4.6pp | 190.73%-209.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,773 | $2,018-12.2% | $2,559-30.7% | $2,596-31.7% |
| Participant deferral / active EE | $4,259 | $2,956+44.1% | $3,849+10.7% | $4,027+5.8% |
| Admin fee / account holder | $6,252 | $4,694+33.2% | $6,267-0.2% | $5,403+15.7% |