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 | $33,734 | $50,958-33.8% | $74,550-54.7% | $64,186-47.4% |
| Participation rate | 30.0% | 61.1%-31.1pp | 69.1%-39.1pp | 69.6%-39.6pp |
| Annual return | -7.29% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $229 | $1,115-79.5% | $1,961-88.3% | $2,381-90.4% |
| Participant deferral / active EE | $1,812 | $2,301-21.3% | $3,108-41.7% | $3,470-47.8% |
| Admin fee / account holder | $2,083 | $4,223-50.7% | $5,060-58.8% | $4,888-57.4% |