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 | $54,778 | $81,900-33.1% | $119,609-54.2% | $68,494-20.0% |
| Participation rate | 61.5% | 71.9%-10.4pp | 79.3%-17.7pp | 67.9%-6.3pp |
| Annual return | -16.06% | -23.82%+7.8pp | -14.97%-1.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,659 | $2,693-1.3% | $4,232-37.2% | $2,596+2.4% |
| Participant deferral / active EE | $5,197 | $4,148+25.3% | $5,602-7.2% | $4,027+29.0% |
| Admin fee / account holder | $1,659 | $6,582-74.8% | $10,323-83.9% | $5,403-69.3% |