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 | $30,659 | $56,357-45.6% | $104,294-70.6% | $68,494-55.2% |
| Participation rate | 52.8% | 63.3%-10.4pp | 73.3%-20.4pp | 67.9%-15.1pp |
| Annual return | -17.91% | -9.19%-8.7pp | 24.61%-42.5pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,211 | $1,960-38.2% | $3,372-64.1% | $2,596-53.4% |
| Participant deferral / active EE | $1,602 | $3,077-47.9% | $4,625-65.4% | $4,027-60.2% |
| Admin fee / account holder | $1,775 | $4,903-63.8% | $7,339-75.8% | $5,403-67.1% |