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 | $64,294 | $71,883-10.6% | $86,677-25.8% | $68,494-6.1% |
| Participation rate | 62.7% | 72.2%-9.5pp | 76.6%-13.9pp | 67.9%-5.2pp |
| Annual return | -13.70% | 3.52%-17.2pp | 35.91%-49.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $903 | $2,173-58.5% | $2,836-68.2% | $2,596-65.2% |
| Participant deferral / active EE | $2,474 | $3,779-34.5% | $4,656-46.9% | $4,027-38.6% |
| Admin fee / account holder | $3,076 | $6,112-49.7% | $7,493-58.9% | $5,403-43.1% |