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 | $33,241 | $66,302-49.9% | $110,238-69.8% | $56,287-40.9% |
| Participation rate | 43.9% | 74.9%-31.1pp | 79.8%-36.0pp | 69.9%-26.0pp |
| Annual return | -0.58% | -1.18%+0.6pp | 314.74%-315.3pp | -9.96%+9.4pp |
| Employer contribution / active EE | $2,093 | $2,047+2.2% | $3,826-45.3% | $2,111-0.8% |
| Participant deferral / active EE | $3,813 | $3,381+12.8% | $4,672-18.4% | $3,350+13.8% |
| Admin fee / account holder | $690 | $698-1.2% | $8,547-91.9% | $521+32.5% |