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 6-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 | $63,057 | $59,805+5.4% | $79,550-20.7% | $68,494-7.9% |
| Participation rate | 68.8% | 61.1%+7.7pp | 69.5%-0.7pp | 67.9%+0.9pp |
| Annual return | -16.36% | -12.30%-4.1pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $720 | $1,505-52.2% | $2,413-70.2% | $2,596-72.3% |
| Participant deferral / active EE | $5,174 | $3,024+71.1% | $3,985+29.8% | $4,027+28.5% |
| Admin fee / account holder | $6,839 | $4,835+41.5% | $6,832+0.1% | $5,403+26.6% |