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 | $25,554 | $46,674-45.2% | $117,472-78.2% | $68,494-62.7% |
| Participation rate | 53.3% | 56.8%-3.4pp | 70.6%-17.3pp | 67.9%-14.6pp |
| Annual return | -16.33% | -14.52%-1.8pp | 29.74%-46.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,009 | $1,505-32.9% | $4,176-75.8% | $2,596-61.1% |
| Participant deferral / active EE | $3,198 | $2,636+21.3% | $4,070-21.4% | $4,027-20.6% |
| Admin fee / account holder | $3,957 | $4,020-1.6% | $5,645-29.9% | $5,403-26.8% |