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 4-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 | $18,721 | $48,265-61.2% | $68,791-72.8% | $68,494-72.7% |
| Participation rate | 51.7% | 60.7%-8.9pp | 69.0%-17.3pp | 67.9%-16.2pp |
| Annual return | -14.41% | -12.71%-1.7pp | -6.38%-8.0pp | -7.84%-6.6pp |
| Employer contribution / active EE | $433 | $1,829-76.3% | $2,655-83.7% | $2,596-83.3% |
| Participant deferral / active EE | $1,929 | $2,867-32.7% | $3,941-51.1% | $4,027-52.1% |
| Admin fee / account holder | $1,040 | $4,355-76.1% | $4,932-78.9% | $5,403-80.8% |