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 | $32,439 | $54,726-40.7% | $68,793-52.8% | $64,186-49.5% |
| Participation rate | 49.2% | 68.0%-18.9pp | 72.2%-23.1pp | 69.6%-20.4pp |
| Annual return | -6.54% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $907 | $1,846-50.9% | $2,625-65.4% | $2,381-61.9% |
| Participant deferral / active EE | $1,348 | $2,626-48.7% | $3,311-59.3% | $3,470-61.1% |
| Admin fee / account holder | $3,689 | $4,027-8.4% | $5,131-28.1% | $4,888-24.5% |