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 | $49,909 | $45,863+8.8% | $77,024-35.2% | $68,494-27.1% |
| Participation rate | 52.8% | 55.9%-3.1pp | 67.9%-15.1pp | 67.9%-15.1pp |
| Annual return | -6.20% | 1.72%-7.9pp | 42.32%-48.5pp | -7.84%+1.6pp |
| Employer contribution / active EE | $1,032 | $1,650-37.4% | $2,812-63.3% | $2,596-60.2% |
| Participant deferral / active EE | $1,966 | $2,962-33.6% | $4,426-55.6% | $4,027-51.2% |
| Admin fee / account holder | $975 | $3,041-67.9% | $5,425-82.0% | $5,403-82.0% |