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 | $68,613 | $73,004-6.0% | $90,749-24.4% | $68,494+0.2% |
| Participation rate | 59.2% | 70.8%-11.6pp | 75.7%-16.5pp | 67.9%-8.7pp |
| Annual return | -15.14% | -13.81%-1.3pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,546 | $2,193+16.1% | $2,921-12.8% | $2,596-2.0% |
| Participant deferral / active EE | $2,777 | $3,627-23.4% | $4,564-39.2% | $4,027-31.0% |
| Admin fee / account holder | $10,502 | $5,896+78.1% | $8,445+24.4% | $5,403+94.4% |