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 | $34,108 | $56,484-39.6% | $169,463-79.9% | $64,186-46.9% |
| Participation rate | 56.6% | 64.5%-7.9pp | 77.8%-21.2pp | 69.6%-13.0pp |
| Annual return | -5.89% | -1.55%-4.3pp | 1.83%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,183 | $1,832-35.5% | $4,159-71.6% | $2,381-50.3% |
| Participant deferral / active EE | $1,878 | $3,448-45.5% | $5,277-64.4% | $3,470-45.9% |
| Admin fee / account holder | $7,448 | $4,174+78.4% | $9,109-18.2% | $4,888+52.4% |