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 | $50,098 | $42,894+16.8% | $60,874-17.7% | $68,494-26.9% |
| Participation rate | 58.7% | 66.8%-8.1pp | 73.1%-14.4pp | 67.9%-9.2pp |
| Annual return | -10.39% | -13.98%+3.6pp | 16.90%-27.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,207 | $2,867+11.9% | $3,817-16.0% | $4,027-20.4% |
| Admin fee / account holder | $1,405 | $3,101-54.7% | $3,224-56.4% | $5,403-74.0% |