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 | $35,047 | $72,404-51.6% | $110,238-68.2% | $64,186-45.4% |
| Participation rate | 69.3% | 73.3%-4.0pp | 79.8%-10.5pp | 69.6%-0.2pp |
| Annual return | 0.50% | -6.29%+6.8pp | 314.74%-314.2pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,764 | $2,282-22.7% | $3,826-53.9% | $2,381-25.9% |
| Participant deferral / active EE | $3,067 | $3,469-11.6% | $4,672-34.4% | $3,470-11.6% |
| Admin fee / account holder | $3,509 | $5,664-38.1% | $8,547-58.9% | $4,888-28.2% |