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 | $95,847 | $127,386-24.8% | $115,037-16.7% | $125,391-23.6% |
| Participation rate | 58.3% | 84.2%-25.8pp | 81.4%-23.0pp | 83.2%-24.9pp |
| Annual return | -2.12% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,517 | $5,166-70.6% | $4,608-67.1% | $4,866-68.8% |
| Participant deferral / active EE | $4,653 | $6,423-27.6% | $6,026-22.8% | $5,352-13.1% |
| Admin fee / account holder | $6,311 | $9,516-33.7% | $8,175-22.8% | $9,540-33.8% |