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 | $15,915 | $48,265-67.0% | $68,791-76.9% | $68,494-76.8% |
| Participation rate | 52.1% | 60.7%-8.6pp | 69.0%-16.9pp | 67.9%-15.8pp |
| Annual return | -12.25% | -12.71%+0.5pp | -6.38%-5.9pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,769 | $1,829-3.3% | $2,655-33.4% | $2,596-31.9% |
| Participant deferral / active EE | $3,908 | $2,867+36.3% | $3,941-0.8% | $4,027-3.0% |
| Admin fee / account holder | $2,351 | $4,355-46.0% | $4,932-52.3% | $5,403-56.5% |