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 | $27,319 | $50,958-46.4% | $74,550-63.4% | $64,186-57.4% |
| Participation rate | 57.4% | 61.1%-3.6pp | 69.1%-11.7pp | 69.6%-12.1pp |
| Annual return | -5.92% | -1.86%-4.1pp | 32.53%-38.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,922 | $2,301+26.9% | $3,108-6.0% | $3,470-15.8% |
| Admin fee / account holder | $864 | $4,223-79.5% | $5,060-82.9% | $4,888-82.3% |