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 | $37,719 | $58,577-35.6% | $83,333-54.7% | $64,186-41.2% |
| Participation rate | 45.7% | 72.0%-26.4pp | 77.8%-32.1pp | 69.6%-23.9pp |
| Annual return | -2.35% | 9.65%-12.0pp | 10.63%-13.0pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,133 | $2,098-46.0% | $3,379-66.5% | $2,381-52.4% |
| Participant deferral / active EE | $2,835 | $4,654-39.1% | $5,565-49.1% | $3,470-18.3% |
| Admin fee / account holder | $981 | $9,275-89.4% | $7,510-86.9% | $4,888-79.9% |