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 | $30,053 | $50,958-41.0% | $74,550-59.7% | $64,186-53.2% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.1%-1.6pp | 69.6%-2.0pp |
| Annual return | -6.44% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $423 | $1,115-62.1% | $1,961-78.4% | $2,381-82.3% |
| Participant deferral / active EE | $1,472 | $2,301-36.0% | $3,108-52.6% | $3,470-57.6% |
| Admin fee / account holder | $1,754 | $4,223-58.5% | $5,060-65.3% | $4,888-64.1% |