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 | $25,079 | $63,442-60.5% | $68,791-63.5% | $66,914-62.5% |
| Participation rate | 57.4% | 60.0%-2.6pp | 69.0%-11.6pp | 69.8%-12.4pp |
| Annual return | -13.02% | -8.29%-4.7pp | -6.38%-6.6pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,432 | $1,775-19.3% | $2,655-46.1% | $2,544-43.7% |
| Participant deferral / active EE | $2,042 | $2,945-30.7% | $3,941-48.2% | $4,237-51.8% |
| Admin fee / account holder | $1,987 | $577+244.2% | $4,932-59.7% | $593+235.0% |