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 | $61,646 | $62,586-1.5% | $76,768-19.7% | $64,186-4.0% |
| Participation rate | 60.6% | 72.8%-12.3pp | 77.0%-16.4pp | 69.6%-9.0pp |
| Annual return | -2.31% | -1.95%-0.4pp | 2.43%-4.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $432 | $1,832-76.4% | $2,485-82.6% | $2,381-81.8% |
| Participant deferral / active EE | $2,058 | $3,145-34.6% | $3,852-46.6% | $3,470-40.7% |
| Admin fee / account holder | $4,509 | $4,667-3.4% | $6,675-32.5% | $4,888-7.8% |