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 | $53,544 | $54,726-2.2% | $68,793-22.2% | $64,186-16.6% |
| Participation rate | 30.6% | 68.0%-37.4pp | 72.2%-41.6pp | 69.6%-39.0pp |
| Annual return | -6.75% | -1.62%-5.1pp | -4.63%-2.1pp | 7.63%-14.4pp |
| Employer contribution / active EE | $515 | $1,846-72.1% | $2,625-80.4% | $2,381-78.4% |
| Participant deferral / active EE | $1,936 | $2,626-26.3% | $3,311-41.5% | $3,470-44.2% |
| Admin fee / account holder | $301 | $4,027-92.5% | $5,131-94.1% | $4,888-93.9% |