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 | $45,864 | $64,707-29.1% | $112,228-59.1% | $68,494-33.0% |
| Participation rate | 43.1% | 67.2%-24.0pp | 75.1%-32.0pp | 67.9%-24.8pp |
| Annual return | -13.83% | -11.40%-2.4pp | 27.45%-41.3pp | -7.84%-6.0pp |
| Employer contribution / active EE | $935 | $2,746-65.9% | $3,635-74.3% | $2,596-64.0% |
| Participant deferral / active EE | $1,817 | $3,565-49.0% | $4,728-61.6% | $4,027-54.9% |
| Admin fee / account holder | $14,698 | $5,232+180.9% | $6,410+129.3% | $5,403+172.0% |