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 | $157,524 | $48,265+226.4% | $68,791+129.0% | $68,494+130.0% |
| Participation rate | 42.3% | 60.7%-18.4pp | 69.0%-26.7pp | 67.9%-25.6pp |
| Annual return | -19.02% | -12.71%-6.3pp | -6.38%-12.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,573 | $1,829-14.0% | $2,655-40.8% | $2,596-39.4% |
| Participant deferral / active EE | $4,420 | $2,867+54.2% | $3,941+12.1% | $4,027+9.7% |
| Admin fee / account holder | $2,164 | $4,355-50.3% | $4,932-56.1% | $5,403-59.9% |