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 | $61,773 | $82,286-24.9% | $68,791-10.2% | $134,475-54.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -15.89% | -2.19%-13.7pp | -6.38%-9.5pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,777 | $3,301-46.2% | $2,655-33.1% | $4,740-62.5% |
| Participant deferral / active EE | $4,469 | $4,739-5.7% | $3,941+13.4% | $6,400-30.2% |
| Admin fee / account holder | $2,215 | $6,481-65.8% | $4,932-55.1% | $11,426-80.6% |