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 | $25,978 | $59,186-56.1% | $76,768-66.2% | $56,287-53.8% |
| Participation rate | 45.9% | 75.2%-29.3pp | 77.0%-31.0pp | 69.9%-23.9pp |
| Annual return | -1.55% | 6.62%-8.2pp | 2.43%-4.0pp | -9.96%+8.4pp |
| Employer contribution / active EE | $1,013 | $1,759-42.4% | $2,485-59.2% | $2,111-52.0% |
| Participant deferral / active EE | $1,805 | $3,255-44.5% | $3,852-53.1% | $3,350-46.1% |
| Admin fee / account holder | $777 | $489+58.8% | $6,675-88.4% | $521+49.1% |