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 | $66,475 | $43,327+53.4% | $59,878+11.0% | $64,186+3.6% |
| Participation rate | 29.2% | 69.2%-39.9pp | 74.7%-45.5pp | 69.6%-40.3pp |
| Annual return | 7.60% | -1.55%+9.1pp | 3.46%+4.1pp | 7.63%0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,587 | $2,546-37.6% | $3,402-53.3% | $3,470-54.2% |
| Admin fee / account holder | $35,619 | $3,005+1085.3% | $3,590+892.1% | $4,888+628.7% |