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 8-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 | $72,693 | $64,707+12.3% | $112,228-35.2% | $68,494+6.1% |
| Participation rate | 22.2% | 67.2%-44.9pp | 75.1%-52.8pp | 67.9%-45.7pp |
| Annual return | -18.25% | -11.40%-6.8pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,377 | $2,746-49.9% | $3,635-62.1% | $2,596-47.0% |
| Participant deferral / active EE | $2,873 | $3,565-19.4% | $4,728-39.2% | $4,027-28.7% |
| Admin fee / account holder | $2,012 | $5,232-61.6% | $6,410-68.6% | $5,403-62.8% |