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 | $76,961 | $64,707+18.9% | $112,228-31.4% | $68,494+12.4% |
| Participation rate | 36.7% | 67.2%-30.5pp | 75.1%-38.4pp | 67.9%-31.2pp |
| Annual return | -16.95% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,248 | $2,746-54.5% | $3,635-65.7% | $2,596-51.9% |
| Participant deferral / active EE | $2,129 | $3,565-40.3% | $4,728-55.0% | $4,027-47.1% |
| Admin fee / account holder | $13,595 | $5,232+159.8% | $6,410+112.1% | $5,403+151.6% |