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 | $60,230 | $73,004-17.5% | $90,749-33.6% | $68,494-12.1% |
| Participation rate | 52.4% | 70.8%-18.5pp | 75.7%-23.3pp | 67.9%-15.5pp |
| Annual return | -18.38% | -13.81%-4.6pp | -12.16%-6.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,145 | $2,193-47.8% | $2,921-60.8% | $2,596-55.9% |
| Participant deferral / active EE | $2,036 | $3,627-43.9% | $4,564-55.4% | $4,027-49.5% |
| Admin fee / account holder | $348 | $5,896-94.1% | $8,445-95.9% | $5,403-93.6% |