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 | $31,417 | $52,836-40.5% | $105,738-70.3% | $64,186-51.1% |
| Participation rate | 58.2% | 66.5%-8.3pp | 76.3%-18.1pp | 69.6%-11.3pp |
| Annual return | -5.84% | 14.30%-20.1pp | 6.27%-12.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $668 | $1,827-63.4% | $3,268-79.6% | $2,381-71.9% |
| Participant deferral / active EE | $1,998 | $2,545-21.5% | $4,080-51.0% | $3,470-42.4% |
| Admin fee / account holder | $3,898 | $3,959-1.5% | $6,913-43.6% | $4,888-20.3% |