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 | $48,545 | $62,586-22.4% | $76,768-36.8% | $64,186-24.4% |
| Participation rate | 59.7% | 72.8%-13.1pp | 77.0%-17.3pp | 69.6%-9.9pp |
| Annual return | -6.63% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,183 | $1,832-35.4% | $2,485-52.4% | $2,381-50.3% |
| Participant deferral / active EE | $2,555 | $3,145-18.7% | $3,852-33.7% | $3,470-26.3% |
| Admin fee / account holder | $2,043 | $4,667-56.2% | $6,675-69.4% | $4,888-58.2% |