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 | $26,555 | $72,177-63.2% | $115,037-76.9% | $59,632-55.5% |
| Participation rate | 38.7% | 72.6%-33.8pp | 81.4%-42.7pp | 68.7%-30.0pp |
| Annual return | -0.27% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,549 | $2,841-45.5% | $4,608-66.4% | $2,203-29.7% |
| Participant deferral / active EE | $2,843 | $4,783-40.6% | $6,026-52.8% | $3,192-10.9% |
| Admin fee / account holder | $2,848 | $4,927-42.2% | $8,175-65.2% | $4,297-33.7% |