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 | $29,133 | $49,280-40.9% | $67,313-56.7% | $64,186-54.6% |
| Participation rate | 39.2% | 60.8%-21.6pp | 69.1%-29.9pp | 69.6%-30.4pp |
| Annual return | -6.79% | -1.39%-5.4pp | -4.08%-2.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $680 | $1,668-59.2% | $2,566-73.5% | $2,381-71.4% |
| Participant deferral / active EE | $1,364 | $2,484-45.1% | $3,568-61.8% | $3,470-60.7% |
| Admin fee / account holder | $1,091 | $3,863-71.7% | $4,507-75.8% | $4,888-77.7% |