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 | $61,093 | $92,222-33.8% | $76,768-20.4% | $135,375-54.9% |
| Participation rate | 69.2% | 79.8%-10.5pp | 77.0%-7.7pp | 82.6%-13.4pp |
| Annual return | -8.12% | 5.46%-13.6pp | 2.43%-10.5pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,377 | $3,216-26.1% | $2,485-4.3% | $4,779-50.3% |
| Participant deferral / active EE | $7,566 | $4,509+67.8% | $3,852+96.4% | $5,609+34.9% |
| Admin fee / account holder | $1,271 | $10,748-88.2% | $6,675-81.0% | $10,827-88.3% |