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 | $21,403 | $50,958-58.0% | $74,550-71.3% | $64,186-66.7% |
| Participation rate | 57.9% | 61.1%-3.2pp | 69.1%-11.2pp | 69.6%-11.7pp |
| Annual return | -7.51% | -1.86%-5.7pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,231 | $1,115+10.3% | $1,961-37.2% | $2,381-48.3% |
| Participant deferral / active EE | $2,431 | $2,301+5.6% | $3,108-21.8% | $3,470-29.9% |
| Admin fee / account holder | $1,096 | $4,223-74.0% | $5,060-78.3% | $4,888-77.6% |