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 | $34,346 | $62,586-45.1% | $76,768-55.3% | $64,186-46.5% |
| Participation rate | 62.5% | 72.8%-10.3pp | 77.0%-14.5pp | 69.6%-7.1pp |
| Annual return | -1.68% | -1.95%+0.3pp | 2.43%-4.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $995 | $1,832-45.7% | $2,485-60.0% | $2,381-58.2% |
| Participant deferral / active EE | $2,774 | $3,145-11.8% | $3,852-28.0% | $3,470-20.0% |
| Admin fee / account holder | $384 | $4,667-91.8% | $6,675-94.2% | $4,888-92.1% |