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 | $27,780 | $59,805-53.5% | $79,550-65.1% | $68,494-59.4% |
| Participation rate | 38.7% | 61.1%-22.4pp | 69.5%-30.8pp | 67.9%-29.2pp |
| Annual return | -15.89% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $529 | $1,505-64.8% | $2,413-78.1% | $2,596-79.6% |
| Participant deferral / active EE | $1,606 | $3,024-46.9% | $3,985-59.7% | $4,027-60.1% |
| Admin fee / account holder | $4,768 | $4,835-1.4% | $6,832-30.2% | $5,403-11.7% |