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 | $25,947 | $42,894-39.5% | $60,874-57.4% | $68,494-62.1% |
| Participation rate | 39.0% | 66.8%-27.8pp | 73.1%-34.1pp | 67.9%-28.9pp |
| Annual return | -16.80% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,138 | $1,978-42.5% | $2,701-57.9% | $2,596-56.2% |
| Participant deferral / active EE | $1,931 | $2,867-32.6% | $3,817-49.4% | $4,027-52.0% |
| Admin fee / account holder | $1,303 | $3,101-58.0% | $3,224-59.6% | $5,403-75.9% |