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 | $28,727 | $58,577-51.0% | $83,333-65.5% | $64,186-55.2% |
| Participation rate | 65.8% | 72.0%-6.2pp | 77.8%-12.0pp | 69.6%-3.8pp |
| Annual return | -6.02% | 9.65%-15.7pp | 10.63%-16.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,278 | $2,098-39.1% | $3,379-62.2% | $2,381-46.3% |
| Participant deferral / active EE | $2,096 | $4,654-55.0% | $5,565-62.3% | $3,470-39.6% |
| Admin fee / account holder | $562 | $9,275-93.9% | $7,510-92.5% | $4,888-88.5% |