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 | $30,234 | $46,674-35.2% | $117,472-74.3% | $68,494-55.9% |
| Participation rate | 30.8% | 56.8%-26.0pp | 70.6%-39.8pp | 67.9%-37.1pp |
| Annual return | -13.60% | -14.52%+0.9pp | 29.74%-43.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,019 | $1,505-32.3% | $4,176-75.6% | $2,596-60.7% |
| Participant deferral / active EE | $1,848 | $2,636-29.9% | $4,070-54.6% | $4,027-54.1% |
| Admin fee / account holder | $1,130 | $4,020-71.9% | $5,645-80.0% | $5,403-79.1% |