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 | $92,486 | $64,707+42.9% | $112,228-17.6% | $68,494+35.0% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.1%-35.1pp | 67.9%-27.9pp |
| Annual return | -13.81% | -11.40%-2.4pp | 27.45%-41.3pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,241 | $2,746-54.8% | $3,635-65.9% | $2,596-52.2% |
| Participant deferral / active EE | $2,664 | $3,565-25.3% | $4,728-43.7% | $4,027-33.8% |
| Admin fee / account holder | $8,481 | $5,232+62.1% | $6,410+32.3% | $5,403+57.0% |