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 | $43,462 | $42,383+2.5% | $76,523-43.2% | $64,186-32.3% |
| Participation rate | 36.5% | 58.1%-21.6pp | 68.0%-31.5pp | 69.6%-33.0pp |
| Annual return | -5.19% | -16.54%+11.3pp | -0.27%-4.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,612 | $2,566-37.2% | $3,835-58.0% | $3,470-53.5% |
| Admin fee / account holder | $2,503 | $3,198-21.7% | $4,848-48.4% | $4,888-48.8% |