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 | $38,944 | $72,404-46.2% | $110,238-64.7% | $64,186-39.3% |
| Participation rate | 65.6% | 73.3%-7.7pp | 79.8%-14.2pp | 69.6%-3.9pp |
| Annual return | -4.64% | -6.29%+1.7pp | 314.74%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,411 | $2,282+5.7% | $3,826-37.0% | $2,381+1.3% |
| Participant deferral / active EE | $4,692 | $3,469+35.2% | $4,672+0.4% | $3,470+35.2% |
| Admin fee / account holder | $3,434 | $5,664-39.4% | $8,547-59.8% | $4,888-29.7% |