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 | $34,867 | $62,586-44.3% | $76,768-54.6% | $64,186-45.7% |
| Participation rate | 64.2% | 72.8%-8.7pp | 77.0%-12.8pp | 69.6%-5.4pp |
| Annual return | 1.15% | -1.95%+3.1pp | 2.43%-1.3pp | 7.63%-6.5pp |
| Employer contribution / active EE | $1,261 | $1,832-31.2% | $2,485-49.3% | $2,381-47.1% |
| Participant deferral / active EE | $1,718 | $3,145-45.4% | $3,852-55.4% | $3,470-50.5% |
| Admin fee / account holder | $1,629 | $4,667-65.1% | $6,675-75.6% | $4,888-66.7% |