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 | $74,818 | $71,883+4.1% | $86,677-13.7% | $68,494+9.2% |
| Participation rate | 42.3% | 72.2%-29.9pp | 76.6%-34.3pp | 67.9%-25.6pp |
| Annual return | -9.14% | 3.52%-12.7pp | 35.91%-45.1pp | -7.84%-1.3pp |
| Employer contribution / active EE | $1,048 | $2,173-51.8% | $2,836-63.1% | $2,596-59.6% |
| Participant deferral / active EE | $3,414 | $3,779-9.6% | $4,656-26.7% | $4,027-15.2% |
| Admin fee / account holder | $2,782 | $6,112-54.5% | $7,493-62.9% | $5,403-48.5% |