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 | $70,390 | $64,707+8.8% | $112,228-37.3% | $68,494+2.8% |
| Participation rate | 29.6% | 67.2%-37.5pp | 75.1%-45.4pp | 67.9%-38.3pp |
| Annual return | 2.38% | -11.40%+13.8pp | 27.45%-25.1pp | -7.84%+10.2pp |
| Employer contribution / active EE | $1,372 | $2,746-50.1% | $3,635-62.3% | $2,596-47.2% |
| Participant deferral / active EE | $2,840 | $3,565-20.3% | $4,728-39.9% | $4,027-29.5% |
| Admin fee / account holder | $3,903 | $5,232-25.4% | $6,410-39.1% | $5,403-27.8% |