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 | $28,010 | $81,900-65.8% | $119,609-76.6% | $68,494-59.1% |
| Participation rate | 65.8% | 71.9%-6.1pp | 79.3%-13.5pp | 67.9%-2.1pp |
| Annual return | -15.50% | -23.82%+8.3pp | -14.97%-0.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,197 | $2,693-55.6% | $4,232-71.7% | $2,596-53.9% |
| Participant deferral / active EE | $2,124 | $4,148-48.8% | $5,602-62.1% | $4,027-47.3% |
| Admin fee / account holder | $9,958 | $6,582+51.3% | $10,323-3.5% | $5,403+84.3% |