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 | $13,960 | $45,863-69.6% | $77,024-81.9% | $68,494-79.6% |
| Participation rate | 51.5% | 55.9%-4.4pp | 67.9%-16.4pp | 67.9%-16.4pp |
| Annual return | -14.29% | 1.72%-16.0pp | 42.32%-56.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $549 | $1,650-66.7% | $2,812-80.5% | $2,596-78.9% |
| Participant deferral / active EE | $1,019 | $2,962-65.6% | $4,426-77.0% | $4,027-74.7% |
| Admin fee / account holder | $494 | $3,041-83.8% | $5,425-90.9% | $5,403-90.9% |