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 | $13,963 | $40,256-65.3% | $57,343-75.6% | $59,632-76.6% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 68.7%-8.7pp |
| Annual return | -0.68% | 27.49%-28.2pp | 24.39%-25.1pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,185 | $1,922-38.3% | $2,689-55.9% | $2,203-46.2% |
| Participant deferral / active EE | $1,850 | $2,399-22.9% | $3,162-41.5% | $3,192-42.0% |
| Admin fee / account holder | $1,993 | $2,818-29.3% | $3,356-40.6% | $4,297-53.6% |