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 | $93,945 | $46,674+101.3% | $117,472-20.0% | $68,494+37.2% |
| Participation rate | 23.4% | 56.8%-33.3pp | 70.6%-47.1pp | 67.9%-44.5pp |
| Annual return | -15.14% | -14.52%-0.6pp | 29.74%-44.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,232 | $1,505-18.1% | $4,176-70.5% | $2,596-52.5% |
| Participant deferral / active EE | $2,963 | $2,636+12.4% | $4,070-27.2% | $4,027-26.4% |
| Admin fee / account holder | $5,149 | $4,020+28.1% | $5,645-8.8% | $5,403-4.7% |