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 | $46,705 | $65,435-28.6% | $86,677-46.1% | $66,914-30.2% |
| Participation rate | 42.5% | 75.5%-33.0pp | 76.6%-34.1pp | 69.8%-27.4pp |
| Annual return | -17.14% | -10.89%-6.3pp | 35.91%-53.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,092 | $2,153-49.3% | $2,836-61.5% | $2,544-57.1% |
| Participant deferral / active EE | $2,533 | $4,100-38.2% | $4,656-45.6% | $4,237-40.2% |
| Admin fee / account holder | $1,136 | $642+77.0% | $7,493-84.8% | $593+91.5% |