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 | $28,305 | $77,813-63.6% | $123,544-77.1% | $64,186-55.9% |
| Participation rate | 57.8% | 74.7%-16.9pp | 82.3%-24.5pp | 69.6%-11.8pp |
| Annual return | -5.72% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,049 | $3,014-65.2% | $4,628-77.3% | $2,381-55.9% |
| Participant deferral / active EE | $2,783 | $5,240-46.9% | $6,426-56.7% | $3,470-19.8% |
| Admin fee / account holder | $325 | $5,519-94.1% | $9,284-96.5% | $4,888-93.4% |