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 | $32,121 | $56,484-43.1% | $169,463-81.0% | $64,186-50.0% |
| Participation rate | 48.9% | 64.5%-15.7pp | 77.8%-28.9pp | 69.6%-20.7pp |
| Annual return | -7.23% | -1.55%-5.7pp | 1.83%-9.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,552 | $1,832-15.3% | $4,159-62.7% | $2,381-34.8% |
| Participant deferral / active EE | $1,362 | $3,448-60.5% | $5,277-74.2% | $3,470-60.7% |
| Admin fee / account holder | $478 | $4,174-88.5% | $9,109-94.7% | $4,888-90.2% |