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 | $53,955 | $48,265+11.8% | $68,791-21.6% | $68,494-21.2% |
| Participation rate | 53.8% | 60.7%-6.8pp | 69.0%-15.2pp | 67.9%-14.0pp |
| Annual return | -13.39% | -12.71%-0.7pp | -6.38%-7.0pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,505 | $1,829-17.7% | $2,655-43.3% | $2,596-42.0% |
| Participant deferral / active EE | $3,699 | $2,867+29.0% | $3,941-6.1% | $4,027-8.2% |
| Admin fee / account holder | $7,788 | $4,355+78.8% | $4,932+57.9% | $5,403+44.1% |