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 | $33,573 | $43,327-22.5% | $59,878-43.9% | $64,186-47.7% |
| Participation rate | 59.6% | 69.2%-9.6pp | 74.7%-15.1pp | 69.6%-10.0pp |
| Annual return | 8.97% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $1,028 | $2,028-49.3% | $2,722-62.2% | $2,381-56.8% |
| Participant deferral / active EE | $2,461 | $2,546-3.3% | $3,402-27.7% | $3,470-29.1% |
| Admin fee / account holder | $2,155 | $3,005-28.3% | $3,590-40.0% | $4,888-55.9% |