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 | $60,739 | $92,222-34.1% | $76,768-20.9% | $135,375-55.1% |
| Participation rate | 38.9% | 79.8%-40.9pp | 77.0%-38.1pp | 82.6%-43.8pp |
| Annual return | -5.42% | 5.46%-10.9pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $867 | $3,216-73.0% | $2,485-65.1% | $4,779-81.9% |
| Participant deferral / active EE | $3,529 | $4,509-21.7% | $3,852-8.4% | $5,609-37.1% |
| Admin fee / account holder | $3,007 | $10,748-72.0% | $6,675-54.9% | $10,827-72.2% |