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 9-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 | $28,522 | $52,681-45.9% | $75,781-62.4% | $59,632-52.2% |
| Participation rate | 53.7% | 67.2%-13.6pp | 75.8%-22.2pp | 68.7%-15.0pp |
| Annual return | -0.49% | 2.95%-3.4pp | 9.68%-10.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $689 | $2,193-68.6% | $3,323-79.3% | $2,203-68.7% |
| Participant deferral / active EE | $1,392 | $2,591-46.3% | $3,651-61.9% | $3,192-56.4% |
| Admin fee / account holder | $4,558 | $3,610+26.3% | $5,299-14.0% | $4,297+6.1% |