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 | $29,123 | $64,707-55.0% | $112,228-74.1% | $68,494-57.5% |
| Participation rate | 48.0% | 67.2%-19.2pp | 75.1%-27.1pp | 67.9%-19.9pp |
| Annual return | -12.29% | -11.40%-0.9pp | 27.45%-39.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,344 | $2,746-51.0% | $3,635-63.0% | $2,596-48.2% |
| Participant deferral / active EE | $2,314 | $3,565-35.1% | $4,728-51.1% | $4,027-42.6% |
| Admin fee / account holder | $545 | $5,232-89.6% | $6,410-91.5% | $5,403-89.9% |