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 | $36,006 | $42,383-15.0% | $76,523-52.9% | $64,186-43.9% |
| Participation rate | 34.5% | 58.1%-23.7pp | 68.0%-33.5pp | 69.6%-35.1pp |
| Annual return | 0.98% | -16.54%+17.5pp | -0.27%+1.2pp | 7.63%-6.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,672 | $2,566-34.9% | $3,835-56.4% | $3,470-51.8% |
| Admin fee / account holder | $22,544 | $3,198+605.0% | $4,848+365.0% | $4,888+361.2% |