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 | $24,402 | $53,596-54.5% | $90,645-73.1% | $64,186-62.0% |
| Participation rate | 45.5% | 64.5%-19.1pp | 74.0%-28.6pp | 69.6%-24.1pp |
| Annual return | -4.95% | 4.41%-9.4pp | 1.88%-6.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,045 | $1,503-30.5% | $2,532-58.7% | $2,381-56.1% |
| Participant deferral / active EE | $2,571 | $2,459+4.6% | $3,425-24.9% | $3,470-25.9% |
| Admin fee / account holder | $524 | $3,868-86.4% | $4,994-89.5% | $4,888-89.3% |