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 | $70,077 | $71,883-2.5% | $86,677-19.2% | $68,494+2.3% |
| Participation rate | 63.6% | 72.2%-8.6pp | 76.6%-12.9pp | 67.9%-4.3pp |
| Annual return | -0.87% | 3.52%-4.4pp | 35.91%-36.8pp | -7.84%+7.0pp |
| Employer contribution / active EE | $2,408 | $2,173+10.8% | $2,836-15.1% | $2,596-7.3% |
| Participant deferral / active EE | $4,823 | $3,779+27.6% | $4,656+3.6% | $4,027+19.8% |
| Admin fee / account holder | $1,230 | $6,112-79.9% | $7,493-83.6% | $5,403-77.2% |