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 | $40,335 | $64,707-37.7% | $112,228-64.1% | $68,494-41.1% |
| Participation rate | 40.5% | 67.2%-26.6pp | 75.1%-34.5pp | 67.9%-27.3pp |
| Annual return | -10.80% | -11.40%+0.6pp | 27.45%-38.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,456 | $2,746-47.0% | $3,635-59.9% | $2,596-43.9% |
| Participant deferral / active EE | $2,072 | $3,565-41.9% | $4,728-56.2% | $4,027-48.5% |
| Admin fee / account holder | $541 | $5,232-89.7% | $6,410-91.6% | $5,403-90.0% |