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 | $25,388 | $64,707-60.8% | $112,228-77.4% | $68,494-62.9% |
| Participation rate | 28.3% | 67.2%-38.8pp | 75.1%-46.7pp | 67.9%-39.6pp |
| Annual return | -15.65% | -11.40%-4.2pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $732 | $2,746-73.3% | $3,635-79.9% | $2,596-71.8% |
| Participant deferral / active EE | $1,599 | $3,565-55.1% | $4,728-66.2% | $4,027-60.3% |
| Admin fee / account holder | $759 | $5,232-85.5% | $6,410-88.2% | $5,403-85.9% |