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 | $52,624 | $42,383+24.2% | $76,523-31.2% | $64,186-18.0% |
| Participation rate | 36.0% | 58.1%-22.1pp | 68.0%-32.0pp | 69.6%-33.6pp |
| Annual return | -8.40% | -16.54%+8.1pp | -0.27%-8.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,358 | $1,563+50.9% | $2,647-10.9% | $2,381-1.0% |
| Participant deferral / active EE | $4,210 | $2,566+64.0% | $3,835+9.8% | $3,470+21.3% |
| Admin fee / account holder | $644 | $3,198-79.9% | $4,848-86.7% | $4,888-86.8% |