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 | $74,726 | $87,540-14.6% | $75,781-1.4% | $125,391-40.4% |
| Participation rate | 58.8% | 80.2%-21.3pp | 75.8%-17.0pp | 83.2%-24.4pp |
| Annual return | -1.25% | 13.48%-14.7pp | 9.68%-10.9pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,733 | $3,930-55.9% | $3,323-47.9% | $4,866-64.4% |
| Participant deferral / active EE | $1,995 | $4,229-52.8% | $3,651-45.4% | $5,352-62.7% |
| Admin fee / account holder | $371 | $6,502-94.3% | $5,299-93.0% | $9,540-96.1% |