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 | $45,203 | $64,707-30.1% | $112,228-59.7% | $68,494-34.0% |
| Participation rate | 49.5% | 67.2%-17.7pp | 75.1%-25.6pp | 67.9%-18.4pp |
| Annual return | -17.75% | -11.40%-6.3pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,532 | $2,746-44.2% | $3,635-57.8% | $2,596-41.0% |
| Participant deferral / active EE | $3,565 | $3,5650% | $4,728-24.6% | $4,027-11.5% |
| Admin fee / account holder | $949 | $5,232-81.9% | $6,410-85.2% | $5,403-82.4% |