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 | $36,454 | $56,484-35.5% | $169,463-78.5% | $64,186-43.2% |
| Participation rate | 39.7% | 64.5%-24.9pp | 77.8%-38.1pp | 69.6%-29.9pp |
| Annual return | -7.71% | -1.55%-6.2pp | 1.83%-9.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $398 | $1,832-78.3% | $4,159-90.4% | $2,381-83.3% |
| Participant deferral / active EE | $2,054 | $3,448-40.4% | $5,277-61.1% | $3,470-40.8% |
| Admin fee / account holder | $887 | $4,174-78.8% | $9,109-90.3% | $4,888-81.9% |