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 | $44,660 | $42,894+4.1% | $60,874-26.6% | $68,494-34.8% |
| Participation rate | 56.8% | 66.8%-10.0pp | 73.1%-16.4pp | 67.9%-11.1pp |
| Annual return | -3.61% | -13.98%+10.4pp | 16.90%-20.5pp | -7.84%+4.2pp |
| Employer contribution / active EE | $1,362 | $1,978-31.1% | $2,701-49.6% | $2,596-47.5% |
| Participant deferral / active EE | $2,798 | $2,867-2.4% | $3,817-26.7% | $4,027-30.5% |
| Admin fee / account holder | $3,186 | $3,101+2.7% | $3,224-1.2% | $5,403-41.0% |