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 | $51,008 | $81,900-37.7% | $119,609-57.4% | $68,494-25.5% |
| Participation rate | 52.9% | 71.9%-19.0pp | 79.3%-26.3pp | 67.9%-14.9pp |
| Annual return | -18.09% | -23.82%+5.7pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,541 | $2,693-42.8% | $4,232-63.6% | $2,596-40.7% |
| Participant deferral / active EE | $3,038 | $4,148-26.8% | $5,602-45.8% | $4,027-24.6% |
| Admin fee / account holder | $2,323 | $6,582-64.7% | $10,323-77.5% | $5,403-57.0% |