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 | $45,371 | $59,805-24.1% | $79,550-43.0% | $68,494-33.8% |
| Participation rate | 37.2% | 61.1%-23.9pp | 69.5%-32.3pp | 67.9%-30.7pp |
| Annual return | -13.94% | -12.30%-1.6pp | 0.16%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $410 | $1,505-72.8% | $2,413-83.0% | $2,596-84.2% |
| Participant deferral / active EE | $2,117 | $3,024-30.0% | $3,985-46.9% | $4,027-47.4% |
| Admin fee / account holder | $2,226 | $4,835-54.0% | $6,832-67.4% | $5,403-58.8% |