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 | $15,938 | $73,867-78.4% | $143,757-88.9% | $68,494-76.7% |
| Participation rate | 44.6% | 66.7%-22.0pp | 80.3%-35.7pp | 67.9%-23.3pp |
| Annual return | 1.81% | 1.01%+0.8pp | -0.04%+1.9pp | -7.84%+9.7pp |
| Employer contribution / active EE | $1,010 | $3,184-68.3% | $4,951-79.6% | $2,596-61.1% |
| Participant deferral / active EE | $1,768 | $3,384-47.7% | $5,637-68.6% | $4,027-56.1% |
| Admin fee / account holder | $383 | $5,755-93.3% | $14,673-97.4% | $5,403-92.9% |