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 | $39,835 | $59,805-33.4% | $79,550-49.9% | $68,494-41.8% |
| Participation rate | 69.8% | 61.1%+8.7pp | 69.5%+0.3pp | 67.9%+1.9pp |
| Annual return | -16.16% | -12.30%-3.9pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,501 | $1,505-0.3% | $2,413-37.8% | $2,596-42.2% |
| Participant deferral / active EE | $2,781 | $3,024-8.0% | $3,985-30.2% | $4,027-30.9% |
| Admin fee / account holder | $1,705 | $4,835-64.7% | $6,832-75.0% | $5,403-68.4% |