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 | $25,448 | $62,586-59.3% | $76,768-66.9% | $64,186-60.4% |
| Participation rate | 69.6% | 72.8%-3.2pp | 77.0%-7.4pp | 69.6%0pp |
| Annual return | -6.95% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $953 | $1,832-48.0% | $2,485-61.7% | $2,381-60.0% |
| Participant deferral / active EE | $1,920 | $3,145-39.0% | $3,852-50.2% | $3,470-44.7% |
| Admin fee / account holder | $909 | $4,667-80.5% | $6,675-86.4% | $4,888-81.4% |