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 | $61,377 | $167,307-63.3% | $143,757-57.3% | $134,475-54.4% |
| Participation rate | 57.9% | 84.8%-26.9pp | 80.3%-22.4pp | 81.2%-23.3pp |
| Annual return | -6.46% | 0.46%-6.9pp | -0.04%-6.4pp | 417.96%-424.4pp |
| Employer contribution / active EE | $1,888 | $5,619-66.4% | $4,951-61.9% | $4,740-60.2% |
| Participant deferral / active EE | $4,597 | $6,446-28.7% | $5,637-18.5% | $6,400-28.2% |
| Admin fee / account holder | $3,918 | $18,088-78.3% | $14,673-73.3% | $11,426-65.7% |