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 | $34,957 | $62,586-44.1% | $76,768-54.5% | $64,186-45.5% |
| Participation rate | 51.2% | 72.8%-21.7pp | 77.0%-25.8pp | 69.6%-18.4pp |
| Annual return | -7.29% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $979 | $1,832-46.6% | $2,485-60.6% | $2,381-58.9% |
| Participant deferral / active EE | $2,308 | $3,145-26.6% | $3,852-40.1% | $3,470-33.5% |
| Admin fee / account holder | $365 | $4,667-92.2% | $6,675-94.5% | $4,888-92.5% |