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 | $29,945 | $53,596-44.1% | $90,645-67.0% | $64,186-53.3% |
| Participation rate | 68.3% | 64.5%+3.8pp | 74.0%-5.7pp | 69.6%-1.2pp |
| Annual return | -6.49% | 4.41%-10.9pp | 1.88%-8.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $672 | $1,503-55.3% | $2,532-73.5% | $2,381-71.8% |
| Participant deferral / active EE | $3,720 | $2,459+51.3% | $3,425+8.6% | $3,470+7.2% |
| Admin fee / account holder | $6,203 | $3,868+60.4% | $4,994+24.2% | $4,888+26.9% |