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 | $140,743 | $71,883+95.8% | $86,677+62.4% | $68,494+105.5% |
| Participation rate | 61.3% | 72.2%-10.9pp | 76.6%-15.3pp | 67.9%-6.6pp |
| Annual return | -13.77% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,677 | $2,173+23.2% | $2,836-5.6% | $2,596+3.1% |
| Participant deferral / active EE | $9,305 | $3,779+146.3% | $4,656+99.9% | $4,027+131.1% |
| Admin fee / account holder | $2,867 | $6,112-53.1% | $7,493-61.7% | $5,403-46.9% |