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 | $83,847 | $50,958+64.5% | $74,550+12.5% | $64,186+30.6% |
| Participation rate | 57.4% | 61.1%-3.6pp | 69.1%-11.7pp | 69.6%-12.1pp |
| Annual return | -5.38% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $828 | $1,115-25.7% | $1,961-57.8% | $2,381-65.2% |
| Participant deferral / active EE | $3,314 | $2,301+44.0% | $3,108+6.6% | $3,470-4.5% |
| Admin fee / account holder | $6,559 | $4,223+55.3% | $5,060+29.6% | $4,888+34.2% |