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 | $34,260 | $62,586-45.3% | $76,768-55.4% | $64,186-46.6% |
| Participation rate | 54.4% | 72.8%-18.4pp | 77.0%-22.6pp | 69.6%-15.2pp |
| Annual return | -7.47% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,470 | $1,832-19.7% | $2,485-40.8% | $2,381-38.2% |
| Participant deferral / active EE | $2,834 | $3,145-9.9% | $3,852-26.4% | $3,470-18.3% |
| Admin fee / account holder | $1,041 | $4,667-77.7% | $6,675-84.4% | $4,888-78.7% |