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 | $37,451 | $59,805-37.4% | $79,550-52.9% | $68,494-45.3% |
| Participation rate | 43.1% | 61.1%-17.9pp | 69.5%-26.3pp | 67.9%-24.8pp |
| Annual return | -17.91% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,112 | $1,505+40.4% | $2,413-12.5% | $2,596-18.6% |
| Participant deferral / active EE | $3,520 | $3,024+16.4% | $3,985-11.7% | $4,027-12.6% |
| Admin fee / account holder | $6,740 | $4,835+39.4% | $6,832-1.4% | $5,403+24.7% |