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 | $21,071 | $56,484-62.7% | $169,463-87.6% | $64,186-67.2% |
| Participation rate | 66.7% | 64.5%+2.1pp | 77.8%-11.1pp | 69.6%-2.9pp |
| Annual return | -3.44% | -1.55%-1.9pp | 1.83%-5.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,644 | $1,832-10.3% | $4,159-60.5% | $2,381-31.0% |
| Participant deferral / active EE | $3,647 | $3,448+5.8% | $5,277-30.9% | $3,470+5.1% |
| Admin fee / account holder | $1,175 | $4,174-71.9% | $9,109-87.1% | $4,888-76.0% |