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 | $45,020 | $77,813-42.1% | $123,544-63.6% | $64,186-29.9% |
| Participation rate | 44.2% | 74.7%-30.5pp | 82.3%-38.1pp | 69.6%-25.3pp |
| Annual return | -5.69% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,319 | $3,014-56.2% | $4,628-71.5% | $2,381-44.6% |
| Participant deferral / active EE | $3,557 | $5,240-32.1% | $6,426-44.6% | $3,470+2.5% |
| Admin fee / account holder | $2,456 | $5,519-55.5% | $9,284-73.5% | $4,888-49.8% |