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 | $61,774 | $113,935-45.8% | $94,224-34.4% | $125,391-50.7% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -1.22% | 5.29%-6.5pp | 10.68%-11.9pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,708 | $4,727-63.9% | $3,587-52.4% | $4,866-64.9% |
| Participant deferral / active EE | $3,366 | $5,179-35.0% | $4,320-22.1% | $5,352-37.1% |
| Admin fee / account holder | $2,968 | $8,391-64.6% | $6,269-52.7% | $9,540-68.9% |