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 | $45,639 | $64,707-29.5% | $112,228-59.3% | $68,494-33.4% |
| Participation rate | 62.7% | 67.2%-4.4pp | 75.1%-12.3pp | 67.9%-5.2pp |
| Annual return | -15.01% | -11.40%-3.6pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,893 | $2,746+5.4% | $3,635-20.4% | $2,596+11.4% |
| Participant deferral / active EE | $7,331 | $3,565+105.6% | $4,728+55.0% | $4,027+82.0% |
| Admin fee / account holder | $2,250 | $5,232-57.0% | $6,410-64.9% | $5,403-58.4% |