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 | $102,526 | $73,867+38.8% | $143,757-28.7% | $68,494+49.7% |
| Participation rate | 68.4% | 66.7%+1.8pp | 80.3%-11.9pp | 67.9%+0.5pp |
| Annual return | -11.69% | 1.01%-12.7pp | -0.04%-11.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,860 | $3,184-41.6% | $4,951-62.4% | $2,596-28.4% |
| Participant deferral / active EE | $3,183 | $3,384-5.9% | $5,637-43.5% | $4,027-21.0% |
| Admin fee / account holder | $1,382 | $5,755-76.0% | $14,673-90.6% | $5,403-74.4% |