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 5-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 | $26,491 | $59,805-55.7% | $79,550-66.7% | $68,494-61.3% |
| Participation rate | 56.7% | 61.1%-4.4pp | 69.5%-12.8pp | 67.9%-11.2pp |
| Annual return | -17.04% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,102 | $1,505+39.7% | $2,413-12.9% | $2,596-19.0% |
| Participant deferral / active EE | $5,513 | $3,024+82.3% | $3,985+38.3% | $4,027+36.9% |
| Admin fee / account holder | $519 | $4,835-89.3% | $6,832-92.4% | $5,403-90.4% |