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 | $51,624 | $45,863+12.6% | $77,024-33.0% | $68,494-24.6% |
| Participation rate | 26.4% | 55.9%-29.5pp | 67.9%-41.5pp | 67.9%-41.5pp |
| Annual return | -17.73% | 1.72%-19.4pp | 42.32%-60.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $842 | $1,650-49.0% | $2,812-70.1% | $2,596-67.6% |
| Participant deferral / active EE | $1,855 | $2,962-37.4% | $4,426-58.1% | $4,027-53.9% |
| Admin fee / account holder | $17,179 | $3,041+465.0% | $5,425+216.6% | $5,403+218.0% |