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 | $34,400 | $71,883-52.1% | $86,677-60.3% | $68,494-49.8% |
| Participation rate | 64.1% | 72.2%-8.1pp | 76.6%-12.5pp | 67.9%-3.8pp |
| Annual return | -17.64% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,377 | $2,173-36.6% | $2,836-51.5% | $2,596-47.0% |
| Participant deferral / active EE | $2,181 | $3,779-42.3% | $4,656-53.1% | $4,027-45.8% |
| Admin fee / account holder | $718 | $6,112-88.3% | $7,493-90.4% | $5,403-86.7% |