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 | $21,073 | $48,265-56.3% | $68,791-69.4% | $68,494-69.2% |
| Participation rate | 48.3% | 60.7%-12.4pp | 69.0%-20.7pp | 67.9%-19.6pp |
| Annual return | -18.53% | -12.71%-5.8pp | -6.38%-12.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,575 | $1,829-13.8% | $2,655-40.7% | $2,596-39.3% |
| Participant deferral / active EE | $3,347 | $2,867+16.8% | $3,941-15.1% | $4,027-16.9% |
| Admin fee / account holder | $1,555 | $4,355-64.3% | $4,932-68.5% | $5,403-71.2% |