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 | $42,929 | $73,867-41.9% | $143,757-70.1% | $68,494-37.3% |
| Participation rate | 67.6% | 66.7%+1.0pp | 80.3%-12.7pp | 67.9%-0.2pp |
| Annual return | -15.19% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $998 | $3,184-68.7% | $4,951-79.8% | $2,596-61.6% |
| Participant deferral / active EE | $2,183 | $3,384-35.5% | $5,637-61.3% | $4,027-45.8% |
| Admin fee / account holder | $3,519 | $5,755-38.9% | $14,673-76.0% | $5,403-34.9% |