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 | $17,250 | $48,265-64.3% | $68,791-74.9% | $68,494-74.8% |
| Participation rate | 68.4% | 60.7%+7.7pp | 69.0%-0.7pp | 67.9%+0.5pp |
| Annual return | -2.77% | -12.71%+9.9pp | -6.38%+3.6pp | -7.84%+5.1pp |
| Employer contribution / active EE | $2,181 | $1,829+19.2% | $2,655-17.9% | $2,596-16.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $388 | $4,355-91.1% | $4,932-92.1% | $5,403-92.8% |