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 | $26,047 | $32,117-18.9% | $71,086-63.4% | $64,186-59.4% |
| Participation rate | 45.7% | 42.7%+3.0pp | 54.7%-8.9pp | 69.6%-23.9pp |
| Annual return | -4.94% | -5.57%+0.6pp | 650.59%-655.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $553 | $712-22.3% | $1,088-49.2% | $2,381-76.8% |
| Participant deferral / active EE | $849 | $1,263-32.8% | $1,874-54.7% | $3,470-75.5% |
| Admin fee / account holder | $393 | $2,759-85.8% | $3,082-87.3% | $4,888-92.0% |