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 4-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 | $17,659 | $42,894-58.8% | $60,874-71.0% | $68,494-74.2% |
| Participation rate | 67.5% | 66.8%+0.7pp | 73.1%-5.6pp | 67.9%-0.4pp |
| Annual return | -14.74% | -13.98%-0.8pp | 16.90%-31.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $396 | $1,978-80.0% | $2,701-85.3% | $2,596-84.8% |
| Participant deferral / active EE | $2,967 | $2,867+3.5% | $3,817-22.3% | $4,027-26.3% |
| Admin fee / account holder | $692 | $3,101-77.7% | $3,224-78.5% | $5,403-87.2% |