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 | $30,014 | $50,958-41.1% | $74,550-59.7% | $64,186-53.2% |
| Participation rate | 52.8% | 61.1%-8.3pp | 69.1%-16.4pp | 69.6%-16.8pp |
| Annual return | -6.63% | -1.86%-4.8pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $944 | $1,115-15.4% | $1,961-51.9% | $2,381-60.4% |
| Participant deferral / active EE | $2,017 | $2,301-12.4% | $3,108-35.1% | $3,470-41.9% |
| Admin fee / account holder | $2,021 | $4,223-52.1% | $5,060-60.1% | $4,888-58.7% |