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 | $73,987 | $73,867+0.2% | $143,757-48.5% | $68,494+8.0% |
| Participation rate | 64.4% | 66.7%-2.2pp | 80.3%-15.9pp | 67.9%-3.4pp |
| Annual return | -9.11% | 1.01%-10.1pp | -0.04%-9.1pp | -7.84%-1.3pp |
| Employer contribution / active EE | $1,147 | $3,184-64.0% | $4,951-76.8% | $2,596-55.8% |
| Participant deferral / active EE | $3,310 | $3,384-2.2% | $5,637-41.3% | $4,027-17.8% |
| Admin fee / account holder | $599 | $5,755-89.6% | $14,673-95.9% | $5,403-88.9% |