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 | $38,040 | $53,596-29.0% | $90,645-58.0% | $64,186-40.7% |
| Participation rate | 63.5% | 64.5%-1.1pp | 74.0%-10.6pp | 69.6%-6.1pp |
| Annual return | -1.10% | 4.41%-5.5pp | 1.88%-3.0pp | 7.63%-8.7pp |
| Employer contribution / active EE | $1,116 | $1,503-25.7% | $2,532-55.9% | $2,381-53.1% |
| Participant deferral / active EE | $2,260 | $2,459-8.1% | $3,425-34.0% | $3,470-34.8% |
| Admin fee / account holder | $5,237 | $3,868+35.4% | $4,994+4.9% | $4,888+7.1% |