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 | $58,639 | $76,912-23.8% | $129,110-54.6% | $68,494-14.4% |
| Participation rate | 56.7% | 69.1%-12.5pp | 77.3%-20.6pp | 67.9%-11.2pp |
| Annual return | -17.01% | -9.78%-7.2pp | -10.94%-6.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,815 | $3,243-44.0% | $5,052-64.1% | $2,596-30.1% |
| Participant deferral / active EE | $4,151 | $4,732-12.3% | $6,542-36.6% | $4,027+3.1% |
| Admin fee / account holder | $3,018 | $6,638-54.5% | $14,302-78.9% | $5,403-44.1% |