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 | $46,824 | $57,354-18.4% | $83,848-44.2% | $64,186-27.0% |
| Participation rate | 61.1% | 68.6%-7.5pp | 76.1%-15.0pp | 69.6%-8.5pp |
| Annual return | -8.48% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,562 | $2,545-38.6% | $3,631-57.0% | $2,381-34.4% |
| Participant deferral / active EE | $2,944 | $2,993-1.6% | $4,082-27.9% | $3,470-15.1% |
| Admin fee / account holder | $1,696 | $4,046-58.1% | $5,478-69.0% | $4,888-65.3% |