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 | $40,575 | $69,518-41.6% | $59,878-32.2% | $135,375-70.0% |
| Participation rate | 55.0% | 77.8%-22.8pp | 74.7%-19.7pp | 82.6%-27.6pp |
| Annual return | -7.58% | 7.94%-15.5pp | 3.46%-11.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,233 | $3,235-31.0% | $2,722-17.9% | $4,779-53.3% |
| Participant deferral / active EE | $4,378 | $4,206+4.1% | $3,402+28.7% | $5,609-21.9% |
| Admin fee / account holder | $6,070 | $5,734+5.9% | $3,590+69.1% | $10,827-43.9% |