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 | $45,960 | $56,484-18.6% | $169,463-72.9% | $64,186-28.4% |
| Participation rate | 47.2% | 64.5%-17.3pp | 77.8%-30.6pp | 69.6%-22.3pp |
| Annual return | -6.48% | -1.55%-4.9pp | 1.83%-8.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $705 | $1,832-61.5% | $4,159-83.0% | $2,381-70.4% |
| Participant deferral / active EE | $2,482 | $3,448-28.0% | $5,277-53.0% | $3,470-28.5% |
| Admin fee / account holder | $1,242 | $4,174-70.2% | $9,109-86.4% | $4,888-74.6% |