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 | $85,629 | $81,900+4.6% | $119,609-28.4% | $68,494+25.0% |
| Participation rate | 56.3% | 71.9%-15.6pp | 79.3%-23.0pp | 67.9%-11.6pp |
| Annual return | -16.37% | -23.82%+7.4pp | -14.97%-1.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,350 | $2,693-49.9% | $4,232-68.1% | $2,596-48.0% |
| Participant deferral / active EE | $2,355 | $4,148-43.2% | $5,602-58.0% | $4,027-41.5% |
| Admin fee / account holder | $3,397 | $6,582-48.4% | $10,323-67.1% | $5,403-37.1% |