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 | $47,990 | $42,894+11.9% | $60,874-21.2% | $68,494-29.9% |
| Participation rate | 58.1% | 66.8%-8.7pp | 73.1%-15.0pp | 67.9%-9.7pp |
| Annual return | -16.75% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,112 | $1,978-43.8% | $2,701-58.8% | $2,596-57.2% |
| Participant deferral / active EE | $3,722 | $2,867+29.8% | $3,817-2.5% | $4,027-7.6% |
| Admin fee / account holder | $1,665 | $3,101-46.3% | $3,224-48.4% | $5,403-69.2% |