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 | $55,570 | $90,519-38.6% | $93,789-40.8% | $134,475-58.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 81.0%-18.5pp | 81.2%-18.7pp |
| Annual return | -16.71% | -15.72%-1.0pp | -11.33%-5.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,079 | $4,343-6.1% | $4,323-5.6% | $4,740-13.9% |
| Participant deferral / active EE | $3,767 | $5,978-37.0% | $6,094-38.2% | $6,400-41.1% |
| Admin fee / account holder | $579 | $9,252-93.7% | $7,195-92.0% | $11,426-94.9% |