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 | $63,602 | $61,660+3.2% | $80,019-20.5% | $64,186-0.9% |
| Participation rate | 42.7% | 71.7%-29.0pp | 75.8%-33.2pp | 69.6%-26.9pp |
| Annual return | -4.49% | -0.33%-4.2pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $668 | $1,810-63.1% | $2,468-72.9% | $2,381-72.0% |
| Participant deferral / active EE | $1,888 | $2,968-36.4% | $3,686-48.8% | $3,470-45.6% |
| Admin fee / account holder | $13,426 | $5,417+147.8% | $6,521+105.9% | $4,888+174.7% |