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 | $27,759 | $48,265-42.5% | $68,791-59.6% | $68,494-59.5% |
| Participation rate | 44.3% | 60.7%-16.4pp | 69.0%-24.8pp | 67.9%-23.6pp |
| Annual return | -14.24% | -12.71%-1.5pp | -6.38%-7.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $684 | $1,829-62.6% | $2,655-74.2% | $2,596-73.6% |
| Participant deferral / active EE | $2,395 | $2,867-16.5% | $3,941-39.2% | $4,027-40.5% |
| Admin fee / account holder | $4,627 | $4,355+6.2% | $4,932-6.2% | $5,403-14.4% |