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 | $62,145 | $73,004-14.9% | $90,749-31.5% | $68,494-9.3% |
| Participation rate | 63.0% | 70.8%-7.8pp | 75.7%-12.6pp | 67.9%-4.8pp |
| Annual return | -16.59% | -13.81%-2.8pp | -12.16%-4.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,863 | $2,193-15.0% | $2,921-36.2% | $2,596-28.2% |
| Participant deferral / active EE | $4,165 | $3,627+14.9% | $4,564-8.7% | $4,027+3.4% |
| Admin fee / account holder | $19,175 | $5,896+225.2% | $8,445+127.1% | $5,403+254.9% |