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 | $86,658 | $131,829-34.3% | $108,579-20.2% | $273,961-68.4% |
| Participation rate | 69.6% | 83.5%-13.9pp | 79.6%-10.0pp | 83.0%-13.5pp |
| Annual return | 6.35% | -91.57%+97.9pp | -51.70%+58.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,696 | $4,912-65.5% | $3,758-54.9% | $4,869-65.2% |
| Participant deferral / active EE | $4,702 | $5,127-8.3% | $4,311+9.1% | $5,287-11.1% |
| Admin fee / account holder | $2,673 | $10,252-73.9% | $7,645-65.0% | $10,132-73.6% |