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 | $63,427 | $54,726+15.9% | $68,793-7.8% | $64,186-1.2% |
| Participation rate | 36.7% | 68.0%-31.4pp | 72.2%-35.6pp | 69.6%-32.9pp |
| Annual return | -7.18% | -1.62%-5.6pp | -4.63%-2.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,047 | $1,846-43.3% | $2,625-60.1% | $2,381-56.0% |
| Participant deferral / active EE | $2,260 | $2,626-14.0% | $3,311-31.8% | $3,470-34.9% |
| Admin fee / account holder | $824 | $4,027-79.5% | $5,131-83.9% | $4,888-83.1% |