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 | $18,207 | $56,484-67.8% | $169,463-89.3% | $64,186-71.6% |
| Participation rate | 66.7% | 64.5%+2.1pp | 77.8%-11.1pp | 69.6%-2.9pp |
| Annual return | -6.37% | -1.55%-4.8pp | 1.83%-8.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $409 | $1,832-77.7% | $4,159-90.2% | $2,381-82.8% |
| Participant deferral / active EE | $2,732 | $3,448-20.8% | $5,277-48.2% | $3,470-21.3% |
| Admin fee / account holder | $1,574 | $4,174-62.3% | $9,109-82.7% | $4,888-67.8% |