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 | $40,683 | $81,900-50.3% | $119,609-66.0% | $68,494-40.6% |
| Participation rate | 62.2% | 71.9%-9.7pp | 79.3%-17.1pp | 67.9%-5.7pp |
| Annual return | 0.20% | -23.82%+24.0pp | -14.97%+15.2pp | -7.84%+8.0pp |
| Employer contribution / active EE | $1,080 | $2,693-59.9% | $4,232-74.5% | $2,596-58.4% |
| Participant deferral / active EE | $2,010 | $4,148-51.5% | $5,602-64.1% | $4,027-50.1% |
| Admin fee / account holder | $1,164 | $6,582-82.3% | $10,323-88.7% | $5,403-78.5% |