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 | $39,431 | $25,979+51.8% | $71,735-45.0% | $68,494-42.4% |
| Participation rate | 45.1% | 54.5%-9.4pp | 62.3%-17.2pp | 67.9%-22.8pp |
| Annual return | -17.09% | -15.10%-2.0pp | 9.14%-26.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $933 | $900+3.6% | $1,704-45.3% | $2,596-64.1% |
| Participant deferral / active EE | $2,851 | $1,522+87.3% | $2,658+7.3% | $4,027-29.2% |
| Admin fee / account holder | $680 | $2,022-66.3% | $3,974-82.9% | $5,403-87.4% |