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 | $48,537 | $77,813-37.6% | $123,544-60.7% | $64,186-24.4% |
| Participation rate | 40.0% | 74.7%-34.7pp | 82.3%-42.3pp | 69.6%-29.6pp |
| Annual return | -4.88% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,169 | $3,014-61.2% | $4,628-74.7% | $2,381-50.9% |
| Participant deferral / active EE | $3,765 | $5,240-28.1% | $6,426-41.4% | $3,470+8.5% |
| Admin fee / account holder | $6,370 | $5,519+15.4% | $9,284-31.4% | $4,888+30.3% |