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 | $79,035 | $64,707+22.1% | $112,228-29.6% | $68,494+15.4% |
| Participation rate | 44.8% | 67.2%-22.3pp | 75.1%-30.2pp | 67.9%-23.1pp |
| Annual return | -7.48% | -11.40%+3.9pp | 27.45%-34.9pp | -7.84%+0.4pp |
| Employer contribution / active EE | $1,011 | $2,746-63.2% | $3,635-72.2% | $2,596-61.1% |
| Participant deferral / active EE | $2,961 | $3,565-16.9% | $4,728-37.4% | $4,027-26.5% |
| Admin fee / account holder | $143,995 | $5,232+2652.1% | $6,410+2146.4% | $5,403+2565.2% |