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 | $119,183 | $71,883+65.8% | $86,677+37.5% | $68,494+74.0% |
| Participation rate | 65.5% | 72.2%-6.7pp | 76.6%-11.1pp | 67.9%-2.4pp |
| Annual return | -17.72% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,288 | $2,173-40.7% | $2,836-54.6% | $2,596-50.4% |
| Participant deferral / active EE | $5,153 | $3,779+36.4% | $4,656+10.7% | $4,027+28.0% |
| Admin fee / account holder | $799 | $6,112-86.9% | $7,493-89.3% | $5,403-85.2% |