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 | $36,808 | $49,280-25.3% | $67,313-45.3% | $64,186-42.7% |
| Participation rate | 34.8% | 60.8%-25.9pp | 69.1%-34.2pp | 69.6%-34.7pp |
| Annual return | -5.16% | -1.39%-3.8pp | -4.08%-1.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $591 | $1,668-64.6% | $2,566-77.0% | $2,381-75.2% |
| Participant deferral / active EE | $1,017 | $2,484-59.1% | $3,568-71.5% | $3,470-70.7% |
| Admin fee / account holder | $2,138 | $3,863-44.7% | $4,507-52.6% | $4,888-56.3% |