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 | $20,038 | $49,280-59.3% | $67,313-70.2% | $64,186-68.8% |
| Participation rate | 30.9% | 60.8%-29.9pp | 69.1%-38.2pp | 69.6%-38.7pp |
| Annual return | -4.82% | -1.39%-3.4pp | -4.08%-0.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $529 | $1,668-68.3% | $2,566-79.4% | $2,381-77.8% |
| Participant deferral / active EE | $871 | $2,484-64.9% | $3,568-75.6% | $3,470-74.9% |
| Admin fee / account holder | $5,021 | $3,863+30.0% | $4,507+11.4% | $4,888+2.7% |