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 | $30,237 | $54,726-44.7% | $68,793-56.0% | $64,186-52.9% |
| Participation rate | 65.8% | 68.0%-2.2pp | 72.2%-6.4pp | 69.6%-3.8pp |
| Annual return | -7.21% | -1.62%-5.6pp | -4.63%-2.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $942 | $1,846-48.9% | $2,625-64.1% | $2,381-60.4% |
| Participant deferral / active EE | $1,852 | $2,626-29.5% | $3,311-44.1% | $3,470-46.6% |
| Admin fee / account holder | $763 | $4,027-81.1% | $5,131-85.1% | $4,888-84.4% |