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 | $80,771 | $87,540-7.7% | $75,781+6.6% | $125,391-35.6% |
| Participation rate | 35.0% | 80.2%-45.2pp | 75.8%-40.8pp | 83.2%-48.2pp |
| Annual return | -2.45% | 13.48%-15.9pp | 9.68%-12.1pp | 282.22%-284.7pp |
| Employer contribution / active EE | $1,223 | $3,930-68.9% | $3,323-63.2% | $4,866-74.9% |
| Participant deferral / active EE | $2,838 | $4,229-32.9% | $3,651-22.3% | $5,352-47.0% |
| Admin fee / account holder | $5,089 | $6,502-21.7% | $5,299-4.0% | $9,540-46.7% |