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 | $92,873 | $81,900+13.4% | $119,609-22.4% | $68,494+35.6% |
| Participation rate | 63.5% | 71.9%-8.4pp | 79.3%-15.8pp | 67.9%-4.4pp |
| Annual return | -15.72% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,137 | $2,693-20.6% | $4,232-49.5% | $2,596-17.7% |
| Participant deferral / active EE | $4,690 | $4,148+13.1% | $5,602-16.3% | $4,027+16.5% |
| Admin fee / account holder | $10,805 | $6,582+64.2% | $10,323+4.7% | $5,403+100.0% |