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 | $45,009 | $59,805-24.7% | $79,550-43.4% | $68,494-34.3% |
| Participation rate | 46.9% | 61.1%-14.1pp | 69.5%-22.5pp | 67.9%-20.9pp |
| Annual return | -15.14% | -12.30%-2.8pp | 0.16%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $538 | $1,505-64.3% | $2,413-77.7% | $2,596-79.3% |
| Participant deferral / active EE | $1,425 | $3,024-52.9% | $3,985-64.2% | $4,027-64.6% |
| Admin fee / account holder | $1,662 | $4,835-65.6% | $6,832-75.7% | $5,403-69.2% |