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 | $37,561 | $42,894-12.4% | $60,874-38.3% | $68,494-45.2% |
| Participation rate | 51.9% | 66.8%-14.9pp | 73.1%-21.3pp | 67.9%-16.0pp |
| Annual return | -18.50% | -13.98%-4.5pp | 16.90%-35.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,108 | $1,978-44.0% | $2,701-59.0% | $2,596-57.3% |
| Participant deferral / active EE | $2,169 | $2,867-24.3% | $3,817-43.2% | $4,027-46.1% |
| Admin fee / account holder | $2,456 | $3,101-20.8% | $3,224-23.8% | $5,403-54.5% |