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 | $18,752 | $25,979-27.8% | $71,735-73.9% | $68,494-72.6% |
| Participation rate | 59.3% | 54.5%+4.8pp | 62.3%-3.0pp | 67.9%-8.6pp |
| Annual return | -16.15% | -15.10%-1.1pp | 9.14%-25.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,660 | $900+84.4% | $1,704-2.6% | $2,596-36.1% |
| Participant deferral / active EE | $2,772 | $1,522+82.1% | $2,658+4.3% | $4,027-31.2% |
| Admin fee / account holder | $810 | $2,022-59.9% | $3,974-79.6% | $5,403-85.0% |