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 | $37,078 | $64,707-42.7% | $112,228-67.0% | $68,494-45.9% |
| Participation rate | 51.6% | 67.2%-15.5pp | 75.1%-23.4pp | 67.9%-16.3pp |
| Annual return | -14.05% | -11.40%-2.6pp | 27.45%-41.5pp | -7.84%-6.2pp |
| Employer contribution / active EE | $935 | $2,746-65.9% | $3,635-74.3% | $2,596-64.0% |
| Participant deferral / active EE | $1,817 | $3,565-49.0% | $4,728-61.6% | $4,027-54.9% |
| Admin fee / account holder | $2,450 | $5,232-53.2% | $6,410-61.8% | $5,403-54.6% |