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 | $48,288 | $48,2650% | $68,791-29.8% | $68,494-29.5% |
| Participation rate | 57.1% | 60.7%-3.5pp | 69.0%-11.9pp | 67.9%-10.7pp |
| Annual return | -17.59% | -12.71%-4.9pp | -6.38%-11.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,013 | $1,829+64.7% | $2,655+13.5% | $2,596+16.0% |
| Participant deferral / active EE | $7,867 | $2,867+174.4% | $3,941+99.6% | $4,027+95.3% |
| Admin fee / account holder | $2,704 | $4,355-37.9% | $4,932-45.2% | $5,403-50.0% |