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 | $11,219 | $25,979-56.8% | $71,735-84.4% | $68,494-83.6% |
| Participation rate | 37.5% | 54.5%-17.0pp | 62.3%-24.8pp | 67.9%-30.4pp |
| Annual return | -7.97% | -15.10%+7.1pp | 9.14%-17.1pp | -7.84%-0.1pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,768 | $1,522+16.1% | $2,658-33.5% | $4,027-56.1% |
| Admin fee / account holder | $1,441 | $2,022-28.7% | $3,974-63.7% | $5,403-73.3% |