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 | $19,616 | $49,280-60.2% | $67,313-70.9% | $64,186-69.4% |
| Participation rate | 46.3% | 60.8%-14.5pp | 69.1%-22.8pp | 69.6%-23.3pp |
| Annual return | -1.81% | -1.39%-0.4pp | -4.08%+2.3pp | 7.63%-9.4pp |
| Employer contribution / active EE | $427 | $1,668-74.4% | $2,566-83.3% | $2,381-82.0% |
| Participant deferral / active EE | $917 | $2,484-63.1% | $3,568-74.3% | $3,470-73.6% |
| Admin fee / account holder | $1,423 | $3,863-63.2% | $4,507-68.4% | $4,888-70.9% |