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 | $35,906 | $127,386-71.8% | $115,037-68.8% | $125,391-71.4% |
| Participation rate | 45.0% | 84.2%-39.2pp | 81.4%-36.4pp | 83.2%-38.2pp |
| Annual return | -0.08% | 31.28%-31.4pp | 26.14%-26.2pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,316 | $5,166-74.5% | $4,608-71.4% | $4,866-73.0% |
| Participant deferral / active EE | $3,204 | $6,423-50.1% | $6,026-46.8% | $5,352-40.1% |
| Admin fee / account holder | $1,378 | $9,516-85.5% | $8,175-83.1% | $9,540-85.6% |