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 | $50,203 | $61,660-18.6% | $80,019-37.3% | $64,186-21.8% |
| Participation rate | 59.0% | 71.7%-12.7pp | 75.8%-16.9pp | 69.6%-10.6pp |
| Annual return | -7.49% | -0.33%-7.2pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $530 | $1,810-70.7% | $2,468-78.5% | $2,381-77.7% |
| Participant deferral / active EE | $1,627 | $2,968-45.2% | $3,686-55.8% | $3,470-53.1% |
| Admin fee / account holder | $5,695 | $5,417+5.1% | $6,521-12.7% | $4,888+16.5% |