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 | $59,598 | $67,411-11.6% | $91,001-34.5% | $70,131-15.0% |
| Participation rate | 61.3% | 71.4%-10.1pp | 75.6%-14.3pp | 69.5%-8.3pp |
| Annual return | 18.17% | -40.16%+58.3pp | 4.60%+13.6pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,257 | $1,786-29.6% | $2,456-48.8% | $2,342-46.4% |
| Participant deferral / active EE | $2,050 | $2,823-27.4% | $3,547-42.2% | $3,332-38.5% |
| Admin fee / account holder | $1,749 | $4,236-58.7% | $5,417-67.7% | $4,645-62.3% |