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 | $25,158 | $50,958-50.6% | $74,550-66.3% | $64,186-60.8% |
| Participation rate | 24.5% | 61.1%-36.5pp | 69.1%-44.6pp | 69.6%-45.0pp |
| Annual return | -7.62% | -1.86%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $463 | $1,115-58.5% | $1,961-76.4% | $2,381-80.6% |
| Participant deferral / active EE | $1,179 | $2,301-48.8% | $3,108-62.1% | $3,470-66.0% |
| Admin fee / account holder | $577 | $4,223-86.3% | $5,060-88.6% | $4,888-88.2% |