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 | $31,676 | $113,935-72.2% | $94,224-66.4% | $125,391-74.7% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -3.31% | 5.29%-8.6pp | 10.68%-14.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $1,893 | $4,727-60.0% | $3,587-47.2% | $4,866-61.1% |
| Participant deferral / active EE | $2,502 | $5,179-51.7% | $4,320-42.1% | $5,352-53.3% |
| Admin fee / account holder | $1,627 | $8,391-80.6% | $6,269-74.0% | $9,540-82.9% |