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 | $50,145 | $42,894+16.9% | $60,874-17.6% | $68,494-26.8% |
| Participation rate | 48.7% | 66.8%-18.1pp | 73.1%-24.4pp | 67.9%-19.2pp |
| Annual return | -5.17% | -13.98%+8.8pp | 16.90%-22.1pp | -7.84%+2.7pp |
| Employer contribution / active EE | $1,494 | $1,978-24.5% | $2,701-44.7% | $2,596-42.4% |
| Participant deferral / active EE | $3,680 | $2,867+28.4% | $3,817-3.6% | $4,027-8.6% |
| Admin fee / account holder | $2,855 | $3,101-7.9% | $3,224-11.4% | $5,403-47.2% |