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 | $14,163 | $48,265-70.7% | $68,791-79.4% | $68,494-79.3% |
| Participation rate | 66.7% | 60.7%+6.0pp | 69.0%-2.4pp | 67.9%-1.2pp |
| Annual return | -14.29% | -12.71%-1.6pp | -6.38%-7.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $477 | $1,829-73.9% | $2,655-82.0% | $2,596-81.6% |
| Participant deferral / active EE | $2,044 | $2,867-28.7% | $3,941-48.1% | $4,027-49.2% |
| Admin fee / account holder | $2,311 | $4,355-46.9% | $4,932-53.1% | $5,403-57.2% |