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 | $31,861 | $72,177-55.9% | $115,037-72.3% | $59,632-46.6% |
| Participation rate | 40.0% | 72.6%-32.6pp | 81.4%-41.4pp | 68.7%-28.7pp |
| Annual return | -0.19% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,715 | $2,841-39.6% | $4,608-62.8% | $2,203-22.1% |
| Participant deferral / active EE | $3,924 | $4,783-18.0% | $6,026-34.9% | $3,192+22.9% |
| Admin fee / account holder | $2,963 | $4,927-39.9% | $8,175-63.8% | $4,297-31.0% |