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 | $59,290 | $56,484+5.0% | $169,463-65.0% | $64,186-7.6% |
| Participation rate | 40.0% | 64.5%-24.5pp | 77.8%-37.8pp | 69.6%-29.6pp |
| Annual return | -5.91% | -1.55%-4.4pp | 1.83%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $802 | $1,832-56.2% | $4,159-80.7% | $2,381-66.3% |
| Participant deferral / active EE | $1,951 | $3,448-43.4% | $5,277-63.0% | $3,470-43.8% |
| Admin fee / account holder | $14,215 | $4,174+240.5% | $9,109+56.1% | $4,888+190.8% |