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 | $64,446 | $54,350+18.6% | $82,719-22.1% | $68,494-5.9% |
| Participation rate | 67.9% | 63.9%+3.9pp | 72.6%-4.7pp | 67.9%0pp |
| Annual return | -10.84% | -13.67%+2.8pp | 701.18%-712.0pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,314 | $2,218-40.8% | $3,009-56.3% | $2,596-49.4% |
| Participant deferral / active EE | $2,038 | $3,246-37.2% | $4,395-53.6% | $4,027-49.4% |
| Admin fee / account holder | $5,340 | $4,395+21.5% | $5,329+0.2% | $5,403-1.2% |