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 6-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 | $15,602 | $45,863-66.0% | $77,024-79.7% | $68,494-77.2% |
| Participation rate | 43.6% | 55.9%-12.3pp | 67.9%-24.3pp | 67.9%-24.3pp |
| Annual return | -19.06% | 1.72%-20.8pp | 42.32%-61.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,059 | $1,650-35.8% | $2,812-62.3% | $2,596-59.2% |
| Participant deferral / active EE | $1,967 | $2,962-33.6% | $4,426-55.6% | $4,027-51.2% |
| Admin fee / account holder | $2,731 | $3,041-10.2% | $5,425-49.7% | $5,403-49.4% |