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 | $56,159 | $62,586-10.3% | $76,768-26.8% | $64,186-12.5% |
| Participation rate | 41.0% | 72.8%-31.8pp | 77.0%-35.9pp | 69.6%-28.5pp |
| Annual return | -5.34% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $912 | $1,832-50.2% | $2,485-63.3% | $2,381-61.7% |
| Participant deferral / active EE | $1,766 | $3,145-43.8% | $3,852-54.1% | $3,470-49.1% |
| Admin fee / account holder | $1,440 | $4,667-69.1% | $6,675-78.4% | $4,888-70.5% |