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 | $47,585 | $70,002-32.0% | $115,037-58.6% | $52,331-9.1% |
| Participation rate | 27.7% | 72.1%-44.4pp | 81.4%-53.7pp | 68.1%-40.4pp |
| Annual return | -1.33% | 4.04%-5.4pp | 26.14%-27.5pp | 4.54%-5.9pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,314 | $4,920-32.6% | $6,026-45.0% | $3,022+9.7% |
| Admin fee / account holder | $8,581 | $566+1416.0% | $8,175+5.0% | $592+1350.5% |