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 | $59,593 | $77,813-23.4% | $123,544-51.8% | $64,186-7.2% |
| Participation rate | 67.9% | 74.7%-6.9pp | 82.3%-14.4pp | 69.6%-1.7pp |
| Annual return | -7.37% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,785 | $3,014-40.8% | $4,628-61.4% | $2,381-25.0% |
| Participant deferral / active EE | $4,328 | $5,240-17.4% | $6,426-32.6% | $3,470+24.7% |
| Admin fee / account holder | $1,800 | $5,519-67.4% | $9,284-80.6% | $4,888-63.2% |