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 | $29,261 | $71,883-59.3% | $86,677-66.2% | $68,494-57.3% |
| Participation rate | 48.6% | 72.2%-23.6pp | 76.6%-28.0pp | 67.9%-19.3pp |
| Annual return | -9.03% | 3.52%-12.6pp | 35.91%-44.9pp | -7.84%-1.2pp |
| Employer contribution / active EE | $1,655 | $2,173-23.8% | $2,836-41.7% | $2,596-36.3% |
| Participant deferral / active EE | $2,917 | $3,779-22.8% | $4,656-37.3% | $4,027-27.6% |
| Admin fee / account holder | $1,353 | $6,112-77.9% | $7,493-81.9% | $5,403-75.0% |