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 | $29,283 | $49,177-40.5% | $79,464-63.1% | $64,186-54.4% |
| Participation rate | 66.7% | 65.0%+1.6pp | 73.3%-6.7pp | 69.6%-2.9pp |
| Annual return | -0.14% | -1.16%+1.0pp | 718.14%-718.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $734 | $2,076-64.6% | $2,800-73.8% | $2,381-69.2% |
| Participant deferral / active EE | $1,498 | $2,821-46.9% | $3,704-59.5% | $3,470-56.8% |
| Admin fee / account holder | $1,625 | $3,839-57.7% | $5,113-68.2% | $4,888-66.8% |