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 | $75,073 | $81,900-8.3% | $119,609-37.2% | $68,494+9.6% |
| Participation rate | 57.1% | 71.9%-14.7pp | 79.3%-22.1pp | 67.9%-10.7pp |
| Annual return | -7.63% | -23.82%+16.2pp | -14.97%+7.3pp | -7.84%+0.2pp |
| Employer contribution / active EE | $2,373 | $2,693-11.9% | $4,232-43.9% | $2,596-8.6% |
| Participant deferral / active EE | $5,639 | $4,148+36.0% | $5,602+0.7% | $4,027+40.0% |
| Admin fee / account holder | $5,447 | $6,582-17.2% | $10,323-47.2% | $5,403+0.8% |