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 | $132,370 | $71,883+84.1% | $86,677+52.7% | $68,494+93.3% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -15.14% | 3.52%-18.7pp | 35.91%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,100 | $2,173-3.3% | $2,836-26.0% | $2,596-19.1% |
| Participant deferral / active EE | $4,238 | $3,779+12.1% | $4,656-9.0% | $4,027+5.2% |
| Admin fee / account holder | $20,544 | $6,112+236.1% | $7,493+174.2% | $5,403+280.3% |