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 | $28,358 | $71,883-60.5% | $86,677-67.3% | $68,494-58.6% |
| Participation rate | 53.7% | 72.2%-18.6pp | 76.6%-22.9pp | 67.9%-14.2pp |
| Annual return | -8.12% | 3.52%-11.6pp | 35.91%-44.0pp | -7.84%-0.3pp |
| Employer contribution / active EE | $875 | $2,173-59.7% | $2,836-69.2% | $2,596-66.3% |
| Participant deferral / active EE | $2,101 | $3,779-44.4% | $4,656-54.9% | $4,027-47.8% |
| Admin fee / account holder | $2,616 | $6,112-57.2% | $7,493-65.1% | $5,403-51.6% |