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 | $19,240 | $37,393-48.5% | $77,024-75.0% | $66,914-71.2% |
| Participation rate | 47.5% | 52.9%-5.3pp | 67.9%-20.4pp | 69.8%-22.3pp |
| Annual return | -8.31% | -3.29%-5.0pp | 42.32%-50.6pp | 1.58%-9.9pp |
| Employer contribution / active EE | $782 | $1,531-48.9% | $2,812-72.2% | $2,544-69.2% |
| Participant deferral / active EE | $2,783 | $2,617+6.3% | $4,426-37.1% | $4,237-34.3% |
| Admin fee / account holder | $849 | $567+49.9% | $5,425-84.3% | $593+43.2% |