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 | $31,834 | $62,586-49.1% | $76,768-58.5% | $64,186-50.4% |
| Participation rate | 62.5% | 72.8%-10.3pp | 77.0%-14.5pp | 69.6%-7.1pp |
| Annual return | -4.23% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $654 | $1,832-64.3% | $2,485-73.7% | $2,381-72.5% |
| Participant deferral / active EE | $2,315 | $3,145-26.4% | $3,852-39.9% | $3,470-33.3% |
| Admin fee / account holder | $5,615 | $4,667+20.3% | $6,675-15.9% | $4,888+14.9% |