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 | $75,422 | $64,707+16.6% | $112,228-32.8% | $68,494+10.1% |
| Participation rate | 60.6% | 67.2%-6.5pp | 75.1%-14.5pp | 67.9%-7.3pp |
| Annual return | -11.39% | -11.40%0pp | 27.45%-38.8pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,866 | $2,746-32.0% | $3,635-48.7% | $2,596-28.1% |
| Participant deferral / active EE | $5,113 | $3,565+43.4% | $4,728+8.2% | $4,027+27.0% |
| Admin fee / account holder | $1,957 | $5,232-62.6% | $6,410-69.5% | $5,403-63.8% |