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 | $45,552 | $67,411-32.4% | $91,001-49.9% | $70,131-35.0% |
| Participation rate | 60.0% | 71.4%-11.4pp | 75.6%-15.6pp | 69.5%-9.5pp |
| Annual return | 16.90% | -40.16%+57.1pp | 4.60%+12.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,153 | $1,786-35.4% | $2,456-53.0% | $2,342-50.8% |
| Participant deferral / active EE | $2,207 | $2,823-21.8% | $3,547-37.8% | $3,332-33.8% |
| Admin fee / account holder | $3,841 | $4,236-9.3% | $5,417-29.1% | $4,645-17.3% |