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 | $30,204 | $127,386-76.3% | $115,037-73.7% | $125,391-75.9% |
| Participation rate | 63.2% | 84.2%-21.0pp | 81.4%-18.2pp | 83.2%-20.0pp |
| Annual return | 0.48% | 31.28%-30.8pp | 26.14%-25.7pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,582 | $5,166-69.4% | $4,608-65.7% | $4,866-67.5% |
| Participant deferral / active EE | $3,030 | $6,423-52.8% | $6,026-49.7% | $5,352-43.4% |
| Admin fee / account holder | $4,338 | $9,516-54.4% | $8,175-46.9% | $9,540-54.5% |