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 | $25,287 | $42,383-40.3% | $76,523-67.0% | $64,186-60.6% |
| Participation rate | 51.4% | 58.1%-6.8pp | 68.0%-16.6pp | 69.6%-18.2pp |
| Annual return | -8.46% | -16.54%+8.1pp | -0.27%-8.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,280 | $1,563-18.1% | $2,647-51.7% | $2,381-46.3% |
| Participant deferral / active EE | $2,384 | $2,566-7.1% | $3,835-37.9% | $3,470-31.3% |
| Admin fee / account holder | $1,795 | $3,198-43.9% | $4,848-63.0% | $4,888-63.3% |