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 | $45,055 | $77,813-42.1% | $123,544-63.5% | $64,186-29.8% |
| Participation rate | 29.6% | 74.7%-45.1pp | 82.3%-52.7pp | 69.6%-39.9pp |
| Annual return | -7.33% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,859 | $3,014-38.3% | $4,628-59.8% | $2,381-21.9% |
| Participant deferral / active EE | $3,166 | $5,240-39.6% | $6,426-50.7% | $3,470-8.7% |
| Admin fee / account holder | $368 | $5,519-93.3% | $9,284-96.0% | $4,888-92.5% |