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 | $68,481 | $71,883-4.7% | $86,677-21.0% | $68,4940% |
| Participation rate | 28.6% | 72.2%-43.7pp | 76.6%-48.0pp | 67.9%-39.3pp |
| Annual return | -13.23% | 3.52%-16.8pp | 35.91%-49.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,193 | $2,173-45.1% | $2,836-57.9% | $2,596-54.0% |
| Participant deferral / active EE | $3,823 | $3,779+1.2% | $4,656-17.9% | $4,027-5.1% |
| Admin fee / account holder | $1,333 | $6,112-78.2% | $7,493-82.2% | $5,403-75.3% |