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 | $39,589 | $71,883-44.9% | $86,677-54.3% | $68,494-42.2% |
| Participation rate | 45.1% | 72.2%-27.2pp | 76.6%-31.5pp | 67.9%-22.8pp |
| Annual return | -11.32% | 3.52%-14.8pp | 35.91%-47.2pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,652 | $2,173+22.1% | $2,836-6.5% | $2,596+2.2% |
| Participant deferral / active EE | $3,105 | $3,779-17.8% | $4,656-33.3% | $4,027-22.9% |
| Admin fee / account holder | $21,927 | $6,112+258.8% | $7,493+192.6% | $5,403+305.8% |