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 | $88,930 | $64,707+37.4% | $112,228-20.8% | $68,494+29.8% |
| Participation rate | 62.1% | 67.2%-5.1pp | 75.1%-13.0pp | 67.9%-5.8pp |
| Annual return | -14.09% | -11.40%-2.7pp | 27.45%-41.5pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,604 | $2,746-41.6% | $3,635-55.9% | $2,596-38.2% |
| Participant deferral / active EE | $4,852 | $3,565+36.1% | $4,728+2.6% | $4,027+20.5% |
| Admin fee / account holder | $3,591 | $5,232-31.4% | $6,410-44.0% | $5,403-33.5% |