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 | $72,413 | $48,265+50.0% | $68,791+5.3% | $68,494+5.7% |
| Participation rate | 36.1% | 60.7%-24.6pp | 69.0%-33.0pp | 67.9%-31.8pp |
| Annual return | -12.06% | -12.71%+0.6pp | -6.38%-5.7pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,161 | $1,829-36.5% | $2,655-56.3% | $2,596-55.3% |
| Participant deferral / active EE | $3,441 | $2,867+20.0% | $3,941-12.7% | $4,027-14.6% |
| Admin fee / account holder | $2,230 | $4,355-48.8% | $4,932-54.8% | $5,403-58.7% |