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 | $30,469 | $53,596-43.2% | $90,645-66.4% | $64,186-52.5% |
| Participation rate | 34.2% | 64.5%-30.3pp | 74.0%-39.8pp | 69.6%-35.4pp |
| Annual return | -6.50% | 4.41%-10.9pp | 1.88%-8.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $472 | $1,503-68.6% | $2,532-81.4% | $2,381-80.2% |
| Participant deferral / active EE | $919 | $2,459-62.6% | $3,425-73.2% | $3,470-73.5% |
| Admin fee / account holder | $763 | $3,868-80.3% | $4,994-84.7% | $4,888-84.4% |