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 | $39,556 | $48,265-18.0% | $68,791-42.5% | $68,494-42.2% |
| Participation rate | 56.3% | 60.7%-4.4pp | 69.0%-12.8pp | 67.9%-11.6pp |
| Annual return | -16.28% | -12.71%-3.6pp | -6.38%-9.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,508 | $1,829-17.5% | $2,655-43.2% | $2,596-41.9% |
| Participant deferral / active EE | $2,011 | $2,867-29.9% | $3,941-49.0% | $4,027-50.1% |
| Admin fee / account holder | $864 | $4,355-80.2% | $4,932-82.5% | $5,403-84.0% |