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 | $56,245 | $48,265+16.5% | $68,791-18.2% | $68,494-17.9% |
| Participation rate | 48.4% | 60.7%-12.3pp | 69.0%-20.7pp | 67.9%-19.5pp |
| Annual return | -17.92% | -12.71%-5.2pp | -6.38%-11.5pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,861 | $1,829+1.8% | $2,655-29.9% | $2,596-28.3% |
| Participant deferral / active EE | $4,257 | $2,867+48.5% | $3,941+8.0% | $4,027+5.7% |
| Admin fee / account holder | $14,826 | $4,355+240.4% | $4,932+200.6% | $5,403+174.4% |