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 | $28,231 | $81,900-65.5% | $119,609-76.4% | $68,494-58.8% |
| Participation rate | 49.2% | 71.9%-22.7pp | 79.3%-30.0pp | 67.9%-18.7pp |
| Annual return | -16.92% | -23.82%+6.9pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,185 | $2,693-56.0% | $4,232-72.0% | $2,596-54.4% |
| Participant deferral / active EE | $2,325 | $4,148-44.0% | $5,602-58.5% | $4,027-42.3% |
| Admin fee / account holder | $1,762 | $6,582-73.2% | $10,323-82.9% | $5,403-67.4% |