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 | $51,922 | $73,867-29.7% | $143,757-63.9% | $68,494-24.2% |
| Participation rate | 57.6% | 66.7%-9.0pp | 80.3%-22.7pp | 67.9%-10.3pp |
| Annual return | -17.82% | 1.01%-18.8pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,357 | $3,184-57.4% | $4,951-72.6% | $2,596-47.7% |
| Participant deferral / active EE | $2,148 | $3,384-36.5% | $5,637-61.9% | $4,027-46.7% |
| Admin fee / account holder | $4,837 | $5,755-15.9% | $14,673-67.0% | $5,403-10.5% |