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 | $65,317 | $73,004-10.5% | $90,749-28.0% | $68,494-4.6% |
| Participation rate | 67.6% | 70.8%-3.2pp | 75.7%-8.0pp | 67.9%-0.2pp |
| Annual return | -14.04% | -13.81%-0.2pp | -12.16%-1.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $897 | $2,193-59.1% | $2,921-69.3% | $2,596-65.4% |
| Participant deferral / active EE | $4,870 | $3,627+34.3% | $4,564+6.7% | $4,027+20.9% |
| Admin fee / account holder | $2,777 | $5,896-52.9% | $8,445-67.1% | $5,403-48.6% |