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 | $34,247 | $46,674-26.6% | $117,472-70.8% | $68,494-50.0% |
| Participation rate | 56.2% | 56.8%-0.6pp | 70.6%-14.4pp | 67.9%-11.7pp |
| Annual return | -14.36% | -14.52%+0.2pp | 29.74%-44.1pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,078 | $1,505-28.3% | $4,176-74.2% | $2,596-58.5% |
| Participant deferral / active EE | $2,113 | $2,636-19.8% | $4,070-48.1% | $4,027-47.5% |
| Admin fee / account holder | $7,294 | $4,020+81.4% | $5,645+29.2% | $5,403+35.0% |