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 | $96,505 | $73,867+30.6% | $143,757-32.9% | $68,494+40.9% |
| Participation rate | 53.1% | 66.7%-13.6pp | 80.3%-27.2pp | 67.9%-14.8pp |
| Annual return | -15.13% | 1.01%-16.1pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,122 | $3,184-64.8% | $4,951-77.3% | $2,596-56.8% |
| Participant deferral / active EE | $2,133 | $3,384-37.0% | $5,637-62.2% | $4,027-47.0% |
| Admin fee / account holder | $2,265 | $5,755-60.6% | $14,673-84.6% | $5,403-58.1% |