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 7-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 | $64,283 | $71,883-10.6% | $86,677-25.8% | $68,494-6.1% |
| Participation rate | 67.5% | 72.2%-4.7pp | 76.6%-9.1pp | 67.9%-0.4pp |
| Annual return | -15.20% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,285 | $2,173+5.2% | $2,836-19.4% | $2,596-12.0% |
| Participant deferral / active EE | $3,813 | $3,779+0.9% | $4,656-18.1% | $4,027-5.3% |
| Admin fee / account holder | $6,205 | $6,112+1.5% | $7,493-17.2% | $5,403+14.8% |