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 | $62,273 | $131,829-52.8% | $108,579-42.6% | $273,961-77.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 5.15% | -91.57%+96.7pp | -51.70%+56.8pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,883 | $4,912-61.7% | $3,758-49.9% | $4,869-61.3% |
| Participant deferral / active EE | $5,453 | $5,127+6.4% | $4,311+26.5% | $5,287+3.1% |
| Admin fee / account holder | $1,317 | $10,252-87.2% | $7,645-82.8% | $10,132-87.0% |