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 | $50,294 | $50,958-1.3% | $74,550-32.5% | $64,186-21.6% |
| Participation rate | 55.3% | 61.1%-5.7pp | 69.1%-13.8pp | 69.6%-14.2pp |
| Annual return | -7.71% | -1.86%-5.9pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $904 | $1,115-19.0% | $1,961-53.9% | $2,381-62.0% |
| Participant deferral / active EE | $2,651 | $2,301+15.2% | $3,108-14.7% | $3,470-23.6% |
| Admin fee / account holder | $462 | $4,223-89.1% | $5,060-90.9% | $4,888-90.6% |