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 | $53,194 | $73,004-27.1% | $90,749-41.4% | $68,494-22.3% |
| Participation rate | 46.9% | 70.8%-24.0pp | 75.7%-28.8pp | 67.9%-21.0pp |
| Annual return | -14.92% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,231 | $2,193-43.8% | $2,921-57.8% | $2,596-52.6% |
| Participant deferral / active EE | $1,986 | $3,627-45.2% | $4,564-56.5% | $4,027-50.7% |
| Admin fee / account holder | $1,961 | $5,896-66.7% | $8,445-76.8% | $5,403-63.7% |