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 | $29,384 | $77,813-62.2% | $123,544-76.2% | $64,186-54.2% |
| Participation rate | 69.0% | 74.7%-5.7pp | 82.3%-13.2pp | 69.6%-0.5pp |
| Annual return | -3.58% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,437 | $3,014-19.1% | $4,628-47.3% | $2,381+2.4% |
| Participant deferral / active EE | $4,111 | $5,240-21.5% | $6,426-36.0% | $3,470+18.5% |
| Admin fee / account holder | $3,124 | $5,519-43.4% | $9,284-66.4% | $4,888-36.1% |