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 | $43,133 | $73,867-41.6% | $143,757-70.0% | $68,494-37.0% |
| Participation rate | 62.9% | 66.7%-3.8pp | 80.3%-17.4pp | 67.9%-5.0pp |
| Annual return | -14.46% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,039 | $3,184-36.0% | $4,951-58.8% | $2,596-21.5% |
| Participant deferral / active EE | $5,849 | $3,384+72.8% | $5,637+3.8% | $4,027+45.2% |
| Admin fee / account holder | $3,211 | $5,755-44.2% | $14,673-78.1% | $5,403-40.6% |