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 | $15,681 | $56,484-72.2% | $169,463-90.7% | $64,186-75.6% |
| Participation rate | 44.4% | 64.5%-20.1pp | 77.8%-33.3pp | 69.6%-25.1pp |
| Annual return | -4.94% | -1.55%-3.4pp | 1.83%-6.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,267 | $1,832-30.8% | $4,159-69.5% | $2,381-46.8% |
| Participant deferral / active EE | $2,184 | $3,448-36.7% | $5,277-58.6% | $3,470-37.1% |
| Admin fee / account holder | $3,352 | $4,174-19.7% | $9,109-63.2% | $4,888-31.4% |