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 | $34,167 | $50,958-33.0% | $74,550-54.2% | $64,186-46.8% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -5.08% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $962 | $1,115-13.7% | $1,961-50.9% | $2,381-59.6% |
| Participant deferral / active EE | $1,313 | $2,301-42.9% | $3,108-57.7% | $3,470-62.1% |
| Admin fee / account holder | $8,774 | $4,223+107.8% | $5,060+73.4% | $4,888+79.5% |