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 | $23,298 | $77,813-70.1% | $123,544-81.1% | $64,186-63.7% |
| Participation rate | 51.4% | 74.7%-23.3pp | 82.3%-30.9pp | 69.6%-18.1pp |
| Annual return | -5.74% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,354 | $3,014-21.9% | $4,628-49.1% | $2,381-1.1% |
| Participant deferral / active EE | $4,762 | $5,240-9.1% | $6,426-25.9% | $3,470+37.3% |
| Admin fee / account holder | $3,588 | $5,519-35.0% | $9,284-61.3% | $4,888-26.6% |