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 | $48,382 | $50,958-5.1% | $74,550-35.1% | $64,186-24.6% |
| Participation rate | 55.2% | 61.1%-5.9pp | 69.1%-14.0pp | 69.6%-14.4pp |
| Annual return | -6.24% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $759 | $1,115-32.0% | $1,961-61.3% | $2,381-68.1% |
| Participant deferral / active EE | $1,088 | $2,301-52.7% | $3,108-65.0% | $3,470-68.6% |
| Admin fee / account holder | $2,883 | $4,223-31.7% | $5,060-43.0% | $4,888-41.0% |