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 | $32,934 | $46,674-29.4% | $117,472-72.0% | $68,494-51.9% |
| Participation rate | 50.6% | 56.8%-6.2pp | 70.6%-20.0pp | 67.9%-17.3pp |
| Annual return | -16.01% | -14.52%-1.5pp | 29.74%-45.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $325 | $1,505-78.4% | $4,176-92.2% | $2,596-87.5% |
| Participant deferral / active EE | $1,686 | $2,636-36.1% | $4,070-58.6% | $4,027-58.1% |
| Admin fee / account holder | $1,275 | $4,020-68.3% | $5,645-77.4% | $5,403-76.4% |