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 | $39,705 | $25,979+52.8% | $71,735-44.7% | $68,494-42.0% |
| Participation rate | 57.9% | 54.5%+3.4pp | 62.3%-4.4pp | 67.9%-10.0pp |
| Annual return | -15.91% | -15.10%-0.8pp | 9.14%-25.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,222 | $1,522-19.7% | $2,658-54.0% | $4,027-69.7% |
| Admin fee / account holder | $1,549 | $2,022-23.4% | $3,974-61.0% | $5,403-71.3% |