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 | $50,966 | $71,883-29.1% | $86,677-41.2% | $68,494-25.6% |
| Participation rate | 28.4% | 72.2%-43.9pp | 76.6%-48.2pp | 67.9%-39.5pp |
| Annual return | -16.91% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,509 | $2,173-30.5% | $2,836-46.8% | $2,596-41.9% |
| Participant deferral / active EE | $3,507 | $3,779-7.2% | $4,656-24.7% | $4,027-12.9% |
| Admin fee / account holder | $1,354 | $6,112-77.8% | $7,493-81.9% | $5,403-74.9% |