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 | $76,297 | $99,032-23.0% | $80,019-4.7% | $135,375-43.6% |
| Participation rate | 31.3% | 78.4%-47.1pp | 75.8%-44.6pp | 82.6%-51.4pp |
| Annual return | -4.60% | 15.39%-20.0pp | 11.22%-15.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,613 | $3,043-47.0% | $2,468-34.6% | $4,779-66.2% |
| Participant deferral / active EE | $1,494 | $4,282-65.1% | $3,686-59.5% | $5,609-73.4% |
| Admin fee / account holder | $1,432 | $10,436-86.3% | $6,521-78.0% | $10,827-86.8% |