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 | $47,851 | $64,707-26.0% | $112,228-57.4% | $68,494-30.1% |
| Participation rate | 57.8% | 67.2%-9.3pp | 75.1%-17.2pp | 67.9%-10.1pp |
| Annual return | -16.24% | -11.40%-4.8pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,569 | $2,746-42.8% | $3,635-56.8% | $2,596-39.6% |
| Participant deferral / active EE | $2,308 | $3,565-35.2% | $4,728-51.2% | $4,027-42.7% |
| Admin fee / account holder | $6,203 | $5,232+18.6% | $6,410-3.2% | $5,403+14.8% |