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 | $65,902 | $84,527-22.0% | $67,711-2.7% | $125,391-47.4% |
| Participation rate | 63.6% | 74.8%-11.1pp | 67.5%-3.9pp | 83.2%-19.6pp |
| Annual return | -2.04% | 2.57%-4.6pp | 25.41%-27.4pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,640 | $3,292-50.2% | $2,559-35.9% | $4,866-66.3% |
| Participant deferral / active EE | $6,195 | $4,429+39.9% | $3,585+72.8% | $5,352+15.8% |
| Admin fee / account holder | $4,700 | $5,340-12.0% | $4,255+10.5% | $9,540-50.7% |