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 | $42,815 | $42,383+1.0% | $76,523-44.0% | $64,186-33.3% |
| Participation rate | 31.7% | 58.1%-26.4pp | 68.0%-36.3pp | 69.6%-37.9pp |
| Annual return | -7.82% | -16.54%+8.7pp | -0.27%-7.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $585 | $1,563-62.6% | $2,647-77.9% | $2,381-75.4% |
| Participant deferral / active EE | $1,573 | $2,566-38.7% | $3,835-59.0% | $3,470-54.7% |
| Admin fee / account holder | $399 | $3,198-87.5% | $4,848-91.8% | $4,888-91.8% |