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 | $40,607 | $67,411-39.8% | $91,001-55.4% | $70,131-42.1% |
| Participation rate | 43.0% | 71.4%-28.3pp | 75.6%-32.6pp | 69.5%-26.5pp |
| Annual return | 18.50% | -40.16%+58.7pp | 4.60%+13.9pp | 73.14%-54.6pp |
| Employer contribution / active EE | $997 | $1,786-44.2% | $2,456-59.4% | $2,342-57.5% |
| Participant deferral / active EE | $2,087 | $2,823-26.1% | $3,547-41.2% | $3,332-37.4% |
| Admin fee / account holder | $2,269 | $4,236-46.4% | $5,417-58.1% | $4,645-51.2% |