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 | $32,369 | $82,286-60.7% | $68,791-52.9% | $134,475-75.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -19.37% | -2.19%-17.2pp | -6.38%-13.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,413 | $3,301-57.2% | $2,655-46.8% | $4,740-70.2% |
| Participant deferral / active EE | $5,244 | $4,739+10.7% | $3,941+33.0% | $6,400-18.1% |
| Admin fee / account holder | $412 | $6,481-93.6% | $4,932-91.7% | $11,426-96.4% |