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 | $58,522 | $77,813-24.8% | $123,544-52.6% | $64,186-8.8% |
| Participation rate | 64.3% | 74.7%-10.4pp | 82.3%-18.0pp | 69.6%-5.3pp |
| Annual return | -7.31% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,670 | $3,014-11.4% | $4,628-42.3% | $2,381+12.1% |
| Participant deferral / active EE | $4,812 | $5,240-8.2% | $6,426-25.1% | $3,470+38.7% |
| Admin fee / account holder | $2,673 | $5,519-51.6% | $9,284-71.2% | $4,888-45.3% |