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 | $65,966 | $71,883-8.2% | $86,677-23.9% | $68,494-3.7% |
| Participation rate | 60.5% | 72.2%-11.7pp | 76.6%-16.0pp | 67.9%-7.4pp |
| Annual return | -11.27% | 3.52%-14.8pp | 35.91%-47.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,057 | $3,779+113.2% | $4,656+73.1% | $4,027+100.1% |
| Admin fee / account holder | $3,730 | $6,112-39.0% | $7,493-50.2% | $5,403-31.0% |