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 | $36,551 | $56,484-35.3% | $169,463-78.4% | $64,186-43.1% |
| Participation rate | 41.8% | 64.5%-22.7pp | 77.8%-36.0pp | 69.6%-27.8pp |
| Annual return | -6.29% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $625 | $1,832-65.9% | $4,159-85.0% | $2,381-73.7% |
| Participant deferral / active EE | $1,890 | $3,448-45.2% | $5,277-64.2% | $3,470-45.5% |
| Admin fee / account holder | $3,399 | $4,174-18.6% | $9,109-62.7% | $4,888-30.5% |