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 | $48,228 | $67,411-28.5% | $91,001-47.0% | $70,131-31.2% |
| Participation rate | 64.6% | 71.4%-6.7pp | 75.6%-11.0pp | 69.5%-4.9pp |
| Annual return | 16.53% | -40.16%+56.7pp | 4.60%+11.9pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,363 | $1,786-23.7% | $2,456-44.5% | $2,342-41.8% |
| Participant deferral / active EE | $2,700 | $2,823-4.3% | $3,547-23.9% | $3,332-19.0% |
| Admin fee / account holder | $2,803 | $4,236-33.8% | $5,417-48.3% | $4,645-39.7% |