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 | $80,036 | $62,586+27.9% | $76,768+4.3% | $64,186+24.7% |
| Participation rate | 65.4% | 72.8%-7.4pp | 77.0%-11.6pp | 69.6%-4.2pp |
| Annual return | -1.44% | -1.95%+0.5pp | 2.43%-3.9pp | 7.63%-9.1pp |
| Employer contribution / active EE | $818 | $1,832-55.4% | $2,485-67.1% | $2,381-65.7% |
| Participant deferral / active EE | $2,678 | $3,145-14.8% | $3,852-30.5% | $3,470-22.8% |
| Admin fee / account holder | $2,416 | $4,667-48.2% | $6,675-63.8% | $4,888-50.6% |