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 | $45,849 | $59,805-23.3% | $79,550-42.4% | $68,494-33.1% |
| Participation rate | 58.0% | 61.1%-3.1pp | 69.5%-11.5pp | 67.9%-9.9pp |
| Annual return | -13.67% | -12.30%-1.4pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,410 | $1,505-6.3% | $2,413-41.6% | $2,596-45.7% |
| Participant deferral / active EE | $3,363 | $3,024+11.2% | $3,985-15.6% | $4,027-16.5% |
| Admin fee / account holder | $988 | $4,835-79.6% | $6,832-85.5% | $5,403-81.7% |