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 | $29,468 | $77,813-62.1% | $123,544-76.1% | $64,186-54.1% |
| Participation rate | 69.4% | 74.7%-5.3pp | 82.3%-12.9pp | 69.6%-0.2pp |
| Annual return | -2.95% | 12.48%-15.4pp | 119.20%-122.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,155 | $3,014-28.5% | $4,628-53.4% | $2,381-9.5% |
| Participant deferral / active EE | $2,918 | $5,240-44.3% | $6,426-54.6% | $3,470-15.9% |
| Admin fee / account holder | $512 | $5,519-90.7% | $9,284-94.5% | $4,888-89.5% |