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 | $28,739 | $73,102-60.7% | $123,544-76.7% | $56,287-48.9% |
| Participation rate | 63.7% | 74.3%-10.6pp | 82.3%-18.6pp | 69.9%-6.1pp |
| Annual return | -5.03% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,286 | $2,977-23.2% | $4,628-50.6% | $2,111+8.3% |
| Participant deferral / active EE | $4,332 | $5,423-20.1% | $6,426-32.6% | $3,350+29.3% |
| Admin fee / account holder | $1,801 | $554+225.3% | $9,284-80.6% | $521+245.7% |