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 | $91,074 | $73,004+24.8% | $90,749+0.4% | $68,494+33.0% |
| Participation rate | 51.4% | 70.8%-19.4pp | 75.7%-24.3pp | 67.9%-16.5pp |
| Annual return | -15.12% | -13.81%-1.3pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,435 | $2,193-34.6% | $2,921-50.9% | $2,596-44.7% |
| Participant deferral / active EE | $3,170 | $3,627-12.6% | $4,564-30.5% | $4,027-21.3% |
| Admin fee / account holder | $3,048 | $5,896-48.3% | $8,445-63.9% | $5,403-43.6% |