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 | $44,462 | $77,813-42.9% | $123,544-64.0% | $64,186-30.7% |
| Participation rate | 58.8% | 74.7%-15.9pp | 82.3%-23.5pp | 69.6%-10.7pp |
| Annual return | -4.27% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,594 | $3,014+19.3% | $4,628-22.3% | $2,381+51.0% |
| Participant deferral / active EE | $6,658 | $5,240+27.1% | $6,426+3.6% | $3,470+91.9% |
| Admin fee / account holder | $2,237 | $5,519-59.5% | $9,284-75.9% | $4,888-54.2% |