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 | $69,342 | $62,586+10.8% | $76,768-9.7% | $64,186+8.0% |
| Participation rate | 68.1% | 72.8%-4.7pp | 77.0%-8.8pp | 69.6%-1.4pp |
| Annual return | -6.70% | -1.95%-4.8pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,988 | $1,832+63.1% | $2,485+20.2% | $2,381+25.5% |
| Participant deferral / active EE | $4,241 | $3,145+34.9% | $3,852+10.1% | $3,470+22.2% |
| Admin fee / account holder | $1,615 | $4,667-65.4% | $6,675-75.8% | $4,888-67.0% |