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 | $24,541 | $44,221-44.5% | $121,196-79.8% | $56,287-56.4% |
| Participation rate | 45.5% | 61.1%-15.5pp | 71.7%-26.2pp | 69.9%-24.3pp |
| Annual return | -5.57% | -3.58%-2.0pp | 16.93%-22.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $853 | $1,480-42.3% | $4,022-78.8% | $2,111-59.6% |
| Participant deferral / active EE | $1,245 | $2,521-50.6% | $3,344-62.8% | $3,350-62.8% |
| Admin fee / account holder | $3,199 | $480+565.9% | $5,019-36.3% | $521+514.0% |