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 | $65,893 | $64,119+2.8% | $112,228-41.3% | $66,914-1.5% |
| Participation rate | 65.0% | 68.5%-3.4pp | 75.1%-10.0pp | 69.8%-4.8pp |
| Annual return | -10.35% | -13.81%+3.5pp | 27.45%-37.8pp | 1.58%-11.9pp |
| Employer contribution / active EE | $1,785 | $3,005-40.6% | $3,635-50.9% | $2,544-29.9% |
| Participant deferral / active EE | $5,399 | $3,693+46.2% | $4,728+14.2% | $4,237+27.4% |
| Admin fee / account holder | $1,081 | $625+72.9% | $6,410-83.1% | $593+82.3% |