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 | $10,794 | $43,327-75.1% | $59,878-82.0% | $64,186-83.2% |
| Participation rate | 36.6% | 69.2%-32.6pp | 74.7%-38.1pp | 69.6%-33.0pp |
| Annual return | -2.98% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $424 | $2,028-79.1% | $2,722-84.4% | $2,381-82.2% |
| Participant deferral / active EE | $1,102 | $2,546-56.7% | $3,402-67.6% | $3,470-68.2% |
| Admin fee / account holder | $2,168 | $3,005-27.8% | $3,590-39.6% | $4,888-55.6% |