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 | $31,831 | $49,280-35.4% | $67,313-52.7% | $64,186-50.4% |
| Participation rate | 63.0% | 60.8%+2.2pp | 69.1%-6.1pp | 69.6%-6.6pp |
| Annual return | -4.74% | -1.39%-3.3pp | -4.08%-0.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $450 | $1,668-73.0% | $2,566-82.5% | $2,381-81.1% |
| Participant deferral / active EE | $1,172 | $2,484-52.8% | $3,568-67.2% | $3,470-66.2% |
| Admin fee / account holder | $1,903 | $3,863-50.7% | $4,507-57.8% | $4,888-61.1% |