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 | $77,732 | $127,386-39.0% | $115,037-32.4% | $125,391-38.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.91% | 31.28%-32.2pp | 26.14%-27.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,541 | $5,166-70.2% | $4,608-66.6% | $4,866-68.3% |
| Participant deferral / active EE | $3,667 | $6,423-42.9% | $6,026-39.1% | $5,352-31.5% |
| Admin fee / account holder | $7,767 | $9,516-18.4% | $8,175-5.0% | $9,540-18.6% |