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 | $75,732 | $62,586+21.0% | $76,768-1.3% | $64,186+18.0% |
| Participation rate | 33.3% | 72.8%-39.5pp | 77.0%-43.6pp | 69.6%-36.2pp |
| Annual return | -7.05% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $931 | $1,832-49.2% | $2,485-62.5% | $2,381-60.9% |
| Participant deferral / active EE | $1,982 | $3,145-37.0% | $3,852-48.5% | $3,470-42.9% |
| Admin fee / account holder | $1,835 | $4,667-60.7% | $6,675-72.5% | $4,888-62.5% |