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 | $42,948 | $73,004-41.2% | $90,749-52.7% | $68,494-37.3% |
| Participation rate | 38.7% | 70.8%-32.1pp | 75.7%-37.0pp | 67.9%-29.2pp |
| Annual return | -12.50% | -13.81%+1.3pp | -12.16%-0.3pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,349 | $2,193-38.5% | $2,921-53.8% | $2,596-48.0% |
| Participant deferral / active EE | $2,098 | $3,627-42.2% | $4,564-54.0% | $4,027-47.9% |
| Admin fee / account holder | $1,100 | $5,896-81.3% | $8,445-87.0% | $5,403-79.6% |