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 9-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 | $26,070 | $62,586-58.3% | $76,768-66.0% | $64,186-59.4% |
| Participation rate | 49.0% | 72.8%-23.9pp | 77.0%-28.0pp | 69.6%-20.6pp |
| Annual return | -7.50% | -1.95%-5.6pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $956 | $1,832-47.8% | $2,485-61.5% | $2,381-59.8% |
| Participant deferral / active EE | $2,075 | $3,145-34.0% | $3,852-46.1% | $3,470-40.2% |
| Admin fee / account holder | $430 | $4,667-90.8% | $6,675-93.6% | $4,888-91.2% |