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 | $53,896 | $56,484-4.6% | $169,463-68.2% | $64,186-16.0% |
| Participation rate | 44.7% | 64.5%-19.8pp | 77.8%-33.0pp | 69.6%-24.8pp |
| Annual return | -4.97% | -1.55%-3.4pp | 1.83%-6.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $746 | $1,832-59.3% | $4,159-82.1% | $2,381-68.7% |
| Participant deferral / active EE | $1,931 | $3,448-44.0% | $5,277-63.4% | $3,470-44.3% |
| Admin fee / account holder | $4,004 | $4,174-4.1% | $9,109-56.0% | $4,888-18.1% |