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 | $47,803 | $67,411-29.1% | $91,001-47.5% | $70,131-31.8% |
| Participation rate | 58.6% | 71.4%-12.7pp | 75.6%-17.0pp | 69.5%-10.9pp |
| Annual return | 17.17% | -40.16%+57.3pp | 4.60%+12.6pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,688 | $1,786-5.5% | $2,456-31.3% | $2,342-27.9% |
| Participant deferral / active EE | $2,624 | $2,823-7.0% | $3,547-26.0% | $3,332-21.2% |
| Admin fee / account holder | $2,297 | $4,236-45.8% | $5,417-57.6% | $4,645-50.6% |