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 | $43,643 | $54,380-19.7% | $68,509-36.3% | $59,632-26.8% |
| Participation rate | 63.1% | 70.2%-7.1pp | 74.7%-11.6pp | 68.7%-5.6pp |
| Annual return | -0.58% | 2.83%-3.4pp | 8.27%-8.9pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,188 | $1,539-22.8% | $2,278-47.9% | $2,203-46.1% |
| Participant deferral / active EE | $2,094 | $2,643-20.8% | $3,382-38.1% | $3,192-34.4% |
| Admin fee / account holder | $437 | $3,885-88.8% | $5,275-91.7% | $4,297-89.8% |