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 | $35,873 | $53,596-33.1% | $90,645-60.4% | $64,186-44.1% |
| Participation rate | 67.6% | 64.5%+3.1pp | 74.0%-6.4pp | 69.6%-1.9pp |
| Annual return | -7.27% | 4.41%-11.7pp | 1.88%-9.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $432 | $1,503-71.3% | $2,532-82.9% | $2,381-81.9% |
| Participant deferral / active EE | $939 | $2,459-61.8% | $3,425-72.6% | $3,470-72.9% |
| Admin fee / account holder | $1,954 | $3,868-49.5% | $4,994-60.9% | $4,888-60.0% |