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 | $57,246 | $42,383+35.1% | $76,523-25.2% | $64,186-10.8% |
| Participation rate | 14.3% | 58.1%-43.9pp | 68.0%-53.7pp | 69.6%-55.3pp |
| Annual return | -7.24% | -16.54%+9.3pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $799 | $1,563-48.9% | $2,647-69.8% | $2,381-66.5% |
| Participant deferral / active EE | $2,939 | $2,566+14.5% | $3,835-23.4% | $3,470-15.3% |
| Admin fee / account holder | $6,784 | $3,198+112.1% | $4,848+39.9% | $4,888+38.8% |