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 | $30,240 | $72,177-58.1% | $115,037-73.7% | $59,632-49.3% |
| Participation rate | 43.5% | 72.6%-29.1pp | 81.4%-37.9pp | 68.7%-25.2pp |
| Annual return | -1.51% | 12.02%-13.5pp | 26.14%-27.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,641 | $2,841-42.2% | $4,608-64.4% | $2,203-25.5% |
| Participant deferral / active EE | $2,766 | $4,783-42.2% | $6,026-54.1% | $3,192-13.3% |
| Admin fee / account holder | $4,053 | $4,927-17.7% | $8,175-50.4% | $4,297-5.7% |