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 | $64,354 | $61,660+4.4% | $80,019-19.6% | $64,186+0.3% |
| Participation rate | 65.6% | 71.7%-6.1pp | 75.8%-10.3pp | 69.6%-4.0pp |
| Annual return | -5.84% | -0.33%-5.5pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,700 | $1,810-6.1% | $2,468-31.1% | $2,381-28.6% |
| Participant deferral / active EE | $2,608 | $2,968-12.1% | $3,686-29.2% | $3,470-24.8% |
| Admin fee / account holder | $846 | $5,417-84.4% | $6,521-87.0% | $4,888-82.7% |