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 | $46,999 | $48,265-2.6% | $68,791-31.7% | $68,494-31.4% |
| Participation rate | 65.4% | 60.7%+4.7pp | 69.0%-3.6pp | 67.9%-2.5pp |
| Annual return | -5.55% | -12.71%+7.2pp | -6.38%+0.8pp | -7.84%+2.3pp |
| Employer contribution / active EE | $2,126 | $1,829+16.2% | $2,655-19.9% | $2,596-18.1% |
| Participant deferral / active EE | $4,670 | $2,867+62.9% | $3,941+18.5% | $4,027+16.0% |
| Admin fee / account holder | $2,093 | $4,355-51.9% | $4,932-57.6% | $5,403-61.3% |