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 | $47,588 | $62,586-24.0% | $76,768-38.0% | $64,186-25.9% |
| Participation rate | 64.5% | 72.8%-8.3pp | 77.0%-12.4pp | 69.6%-5.1pp |
| Annual return | -5.10% | -1.95%-3.2pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,204 | $1,832-34.3% | $2,485-51.6% | $2,381-49.4% |
| Participant deferral / active EE | $1,767 | $3,145-43.8% | $3,852-54.1% | $3,470-49.1% |
| Admin fee / account holder | $1,142 | $4,667-75.5% | $6,675-82.9% | $4,888-76.6% |