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 | $64,462 | $50,958+26.5% | $74,550-13.5% | $64,186+0.4% |
| Participation rate | 38.9% | 61.1%-22.1pp | 69.1%-30.2pp | 69.6%-30.6pp |
| Annual return | -2.78% | -1.86%-0.9pp | 32.53%-35.3pp | 7.63%-10.4pp |
| Employer contribution / active EE | $408 | $1,115-63.5% | $1,961-79.2% | $2,381-82.9% |
| Participant deferral / active EE | $1,887 | $2,301-18.0% | $3,108-39.3% | $3,470-45.6% |
| Admin fee / account holder | $11,771 | $4,223+178.8% | $5,060+132.7% | $4,888+140.8% |