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 | $43,216 | $53,162-18.7% | $91,220-52.6% | $68,494-36.9% |
| Participation rate | 57.0% | 63.2%-6.2pp | 73.2%-16.2pp | 67.9%-10.9pp |
| Annual return | -17.80% | -3.14%-14.7pp | 114.01%-131.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,067 | $1,709+20.9% | $2,850-27.5% | $2,596-20.4% |
| Participant deferral / active EE | $4,489 | $2,974+50.9% | $4,234+6.0% | $4,027+11.5% |
| Admin fee / account holder | $3,911 | $4,493-13.0% | $5,420-27.8% | $5,403-27.6% |