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 | $113,624 | $71,883+58.1% | $86,677+31.1% | $68,494+65.9% |
| Participation rate | 28.9% | 72.2%-43.3pp | 76.6%-47.7pp | 67.9%-39.0pp |
| Annual return | -18.14% | 3.52%-21.7pp | 35.91%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,868 | $2,173-14.0% | $2,836-34.1% | $2,596-28.1% |
| Participant deferral / active EE | $2,905 | $3,779-23.1% | $4,656-37.6% | $4,027-27.9% |
| Admin fee / account holder | $6,141 | $6,112+0.5% | $7,493-18.0% | $5,403+13.7% |