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 | $58,442 | $71,883-18.7% | $86,677-32.6% | $68,494-14.7% |
| Participation rate | 68.0% | 72.2%-4.2pp | 76.6%-8.6pp | 67.9%+0.1pp |
| Annual return | -15.61% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,108 | $2,173-3.0% | $2,836-25.7% | $2,596-18.8% |
| Participant deferral / active EE | $3,206 | $3,779-15.2% | $4,656-31.1% | $4,027-20.4% |
| Admin fee / account holder | $2,471 | $6,112-59.6% | $7,493-67.0% | $5,403-54.3% |