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 | $42,942 | $67,411-36.3% | $91,001-52.8% | $70,131-38.8% |
| Participation rate | 56.7% | 71.4%-14.7pp | 75.6%-18.9pp | 69.5%-12.9pp |
| Annual return | 18.18% | -40.16%+58.3pp | 4.60%+13.6pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,645 | $1,786-7.9% | $2,456-33.0% | $2,342-29.8% |
| Participant deferral / active EE | $2,234 | $2,823-20.9% | $3,547-37.0% | $3,332-33.0% |
| Admin fee / account holder | $1,108 | $4,236-73.8% | $5,417-79.5% | $4,645-76.2% |