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 | $63,510 | $86,699-26.7% | $73,307-13.4% | $125,391-49.4% |
| Participation rate | 36.4% | 78.6%-42.3pp | 74.9%-38.6pp | 83.2%-46.8pp |
| Annual return | -0.15% | 2.78%-2.9pp | 5.67%-5.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,843 | $5,550-66.8% | $4,991-63.1% | $5,352-65.6% |
| Admin fee / account holder | $371 | $7,771-95.2% | $5,637-93.4% | $9,540-96.1% |