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 | $32,987 | $73,004-54.8% | $90,749-63.7% | $68,494-51.8% |
| Participation rate | 66.7% | 70.8%-4.2pp | 75.7%-9.0pp | 67.9%-1.2pp |
| Annual return | 5.59% | -13.81%+19.4pp | -12.16%+17.7pp | -7.84%+13.4pp |
| Employer contribution / active EE | $2,801 | $2,193+27.7% | $2,921-4.1% | $2,596+7.9% |
| Participant deferral / active EE | $4,678 | $3,627+29.0% | $4,564+2.5% | $4,027+16.2% |
| Admin fee / account holder | $2,458 | $5,896-58.3% | $8,445-70.9% | $5,403-54.5% |