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 | $37,506 | $73,867-49.2% | $143,757-73.9% | $68,494-45.2% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | -17.20% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,089 | $3,184-65.8% | $4,951-78.0% | $2,596-58.0% |
| Participant deferral / active EE | $3,458 | $3,384+2.2% | $5,637-38.7% | $4,027-14.1% |
| Admin fee / account holder | $7,090 | $5,755+23.2% | $14,673-51.7% | $5,403+31.2% |