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 | $56,149 | $87,540-35.9% | $75,781-25.9% | $125,391-55.2% |
| Participation rate | 68.4% | 80.2%-11.7pp | 75.8%-7.4pp | 83.2%-14.8pp |
| Annual return | -0.63% | 13.48%-14.1pp | 9.68%-10.3pp | 282.22%-282.9pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,021 | $4,229-28.6% | $3,651-17.3% | $5,352-43.6% |
| Admin fee / account holder | $942 | $6,502-85.5% | $5,299-82.2% | $9,540-90.1% |