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 | $43,871 | $53,596-18.1% | $90,645-51.6% | $64,186-31.6% |
| Participation rate | 59.6% | 64.5%-4.9pp | 74.0%-14.4pp | 69.6%-10.0pp |
| Annual return | -6.51% | 4.41%-10.9pp | 1.88%-8.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,322 | $1,503-12.0% | $2,532-47.8% | $2,381-44.5% |
| Participant deferral / active EE | $2,373 | $2,459-3.5% | $3,425-30.7% | $3,470-31.6% |
| Admin fee / account holder | $657 | $3,868-83.0% | $4,994-86.8% | $4,888-86.6% |