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 | $76,436 | $81,900-6.7% | $119,609-36.1% | $68,494+11.6% |
| Participation rate | 63.9% | 71.9%-8.0pp | 79.3%-15.4pp | 67.9%-4.0pp |
| Annual return | 7.02% | -23.82%+30.8pp | -14.97%+22.0pp | -7.84%+14.9pp |
| Employer contribution / active EE | $1,638 | $2,693-39.2% | $4,232-61.3% | $2,596-36.9% |
| Participant deferral / active EE | $4,096 | $4,148-1.3% | $5,602-26.9% | $4,027+1.7% |
| Admin fee / account holder | $5,483 | $6,582-16.7% | $10,323-46.9% | $5,403+1.5% |