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 | $28,410 | $32,117-11.5% | $71,086-60.0% | $64,186-55.7% |
| Participation rate | 39.5% | 42.7%-3.2pp | 54.7%-15.1pp | 69.6%-30.0pp |
| Annual return | -5.96% | -5.57%-0.4pp | 650.59%-656.6pp | 7.63%-13.6pp |
| Employer contribution / active EE | $131 | $712-81.6% | $1,088-88.0% | $2,381-94.5% |
| Participant deferral / active EE | $1,283 | $1,263+1.6% | $1,874-31.5% | $3,470-63.0% |
| Admin fee / account holder | $3,050 | $2,759+10.5% | $3,082-1.1% | $4,888-37.6% |