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 | $57,817 | $81,900-29.4% | $119,609-51.7% | $68,494-15.6% |
| Participation rate | 61.0% | 71.9%-10.9pp | 79.3%-18.3pp | 67.9%-6.9pp |
| Annual return | -11.59% | -23.82%+12.2pp | -14.97%+3.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $708 | $2,693-73.7% | $4,232-83.3% | $2,596-72.7% |
| Participant deferral / active EE | $7,081 | $4,148+70.7% | $5,602+26.4% | $4,027+75.8% |
| Admin fee / account holder | $10,154 | $6,582+54.3% | $10,323-1.6% | $5,403+87.9% |