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 | $39,933 | $142,344-71.9% | $119,609-66.6% | $134,475-70.3% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -17.80% | -12.44%-5.4pp | -14.97%-2.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,101 | $5,222-78.9% | $4,232-74.0% | $4,740-76.8% |
| Participant deferral / active EE | $4,918 | $6,469-24.0% | $5,602-12.2% | $6,400-23.2% |
| Admin fee / account holder | $1,167 | $13,584-91.4% | $10,323-88.7% | $11,426-89.8% |