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 | $45,645 | $54,229-15.8% | $70,092-34.9% | $68,494-33.4% |
| Participation rate | 63.3% | 64.5%-1.2pp | 70.5%-7.1pp | 67.9%-4.6pp |
| Annual return | -11.72% | -13.87%+2.1pp | 190.73%-202.5pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,849 | $2,018-8.4% | $2,559-27.7% | $2,596-28.8% |
| Participant deferral / active EE | $4,944 | $2,956+67.3% | $3,849+28.4% | $4,027+22.8% |
| Admin fee / account holder | $364 | $4,694-92.2% | $6,267-94.2% | $5,403-93.3% |