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 | $24,348 | $52,836-53.9% | $105,738-77.0% | $64,186-62.1% |
| Participation rate | 63.8% | 66.5%-2.7pp | 76.3%-12.5pp | 69.6%-5.7pp |
| Annual return | -7.69% | 14.30%-22.0pp | 6.27%-14.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $502 | $1,827-72.5% | $3,268-84.6% | $2,381-78.9% |
| Participant deferral / active EE | $2,189 | $2,545-14.0% | $4,080-46.3% | $3,470-36.9% |
| Admin fee / account holder | $1,985 | $3,959-49.8% | $6,913-71.3% | $4,888-59.4% |