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 | $56,654 | $73,004-22.4% | $90,749-37.6% | $68,494-17.3% |
| Participation rate | 35.0% | 70.8%-35.8pp | 75.7%-40.7pp | 67.9%-32.9pp |
| Annual return | -17.40% | -13.81%-3.6pp | -12.16%-5.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,225 | $2,193-44.1% | $2,921-58.1% | $2,596-52.8% |
| Participant deferral / active EE | $1,660 | $3,627-54.2% | $4,564-63.6% | $4,027-58.8% |
| Admin fee / account holder | $5,183 | $5,896-12.1% | $8,445-38.6% | $5,403-4.1% |