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 | $25,094 | $62,586-59.9% | $76,768-67.3% | $64,186-60.9% |
| Participation rate | 58.1% | 72.8%-14.7pp | 77.0%-18.8pp | 69.6%-11.4pp |
| Annual return | -4.86% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $995 | $1,832-45.7% | $2,485-59.9% | $2,381-58.2% |
| Participant deferral / active EE | $1,536 | $3,145-51.1% | $3,852-60.1% | $3,470-55.7% |
| Admin fee / account holder | $311 | $4,667-93.3% | $6,675-95.3% | $4,888-93.6% |