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 | $98,110 | $54,726+79.3% | $68,793+42.6% | $64,186+52.9% |
| Participation rate | 48.6% | 68.0%-19.4pp | 72.2%-23.6pp | 69.6%-20.9pp |
| Annual return | 2.41% | -1.62%+4.0pp | -4.63%+7.0pp | 7.63%-5.2pp |
| Employer contribution / active EE | $1,175 | $1,846-36.3% | $2,625-55.2% | $2,381-50.6% |
| Participant deferral / active EE | $2,199 | $2,626-16.3% | $3,311-33.6% | $3,470-36.6% |
| Admin fee / account holder | $4,691 | $4,027+16.5% | $5,131-8.6% | $4,888-4.0% |