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 | $36,920 | $62,586-41.0% | $76,768-51.9% | $64,186-42.5% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -5.65% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $869 | $1,832-52.6% | $2,485-65.0% | $2,381-63.5% |
| Participant deferral / active EE | $1,526 | $3,145-51.5% | $3,852-60.4% | $3,470-56.0% |
| Admin fee / account holder | $429 | $4,667-90.8% | $6,675-93.6% | $4,888-91.2% |