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 | $26,337 | $77,813-66.2% | $123,544-78.7% | $64,186-59.0% |
| Participation rate | 68.4% | 74.7%-6.3pp | 82.3%-13.9pp | 69.6%-1.1pp |
| Annual return | -6.16% | 12.48%-18.6pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,720 | $3,014-42.9% | $4,628-62.8% | $2,381-27.8% |
| Participant deferral / active EE | $4,386 | $5,240-16.3% | $6,426-31.7% | $3,470+26.4% |
| Admin fee / account holder | $1,594 | $5,519-71.1% | $9,284-82.8% | $4,888-67.4% |