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 | $26,281 | $42,383-38.0% | $76,523-65.7% | $64,186-59.1% |
| Participation rate | 69.1% | 58.1%+11.0pp | 68.0%+1.1pp | 69.6%-0.4pp |
| Annual return | -8.29% | -16.54%+8.2pp | -0.27%-8.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,613 | $1,563+3.2% | $2,647-39.1% | $2,381-32.3% |
| Participant deferral / active EE | $2,777 | $2,566+8.2% | $3,835-27.6% | $3,470-20.0% |
| Admin fee / account holder | $1,965 | $3,198-38.5% | $4,848-59.5% | $4,888-59.8% |