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 | $68,227 | $127,386-46.4% | $115,037-40.7% | $125,391-45.6% |
| Participation rate | 68.2% | 84.2%-16.0pp | 81.4%-13.2pp | 83.2%-15.0pp |
| Annual return | -1.71% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,635 | $5,166-29.6% | $4,608-21.1% | $4,866-25.3% |
| Participant deferral / active EE | $5,092 | $6,423-20.7% | $6,026-15.5% | $5,352-4.8% |
| Admin fee / account holder | $2,722 | $9,516-71.4% | $8,175-66.7% | $9,540-71.5% |