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 | $56,259 | $71,883-21.7% | $86,677-35.1% | $68,494-17.9% |
| Participation rate | 62.7% | 72.2%-9.6pp | 76.6%-13.9pp | 67.9%-5.2pp |
| Annual return | -10.86% | 3.52%-14.4pp | 35.91%-46.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $806 | $2,173-62.9% | $2,836-71.6% | $2,596-69.0% |
| Participant deferral / active EE | $1,759 | $3,779-53.5% | $4,656-62.2% | $4,027-56.3% |
| Admin fee / account holder | $1,596 | $6,112-73.9% | $7,493-78.7% | $5,403-70.5% |