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 | $44,304 | $67,411-34.3% | $91,001-51.3% | $70,131-36.8% |
| Participation rate | 60.0% | 71.4%-11.4pp | 75.6%-15.6pp | 69.5%-9.5pp |
| Annual return | 12.79% | -40.16%+53.0pp | 4.60%+8.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $677 | $1,786-62.1% | $2,456-72.4% | $2,342-71.1% |
| Participant deferral / active EE | $2,408 | $2,823-14.7% | $3,547-32.1% | $3,332-27.7% |
| Admin fee / account holder | $13,650 | $4,236+222.2% | $5,417+152.0% | $4,645+193.8% |