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 | $91,283 | $53,596+70.3% | $90,645+0.7% | $64,186+42.2% |
| Participation rate | 65.2% | 64.5%+0.7pp | 74.0%-8.8pp | 69.6%-4.4pp |
| Annual return | -7.54% | 4.41%-11.9pp | 1.88%-9.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,360 | $1,503-9.5% | $2,532-46.3% | $2,381-42.9% |
| Participant deferral / active EE | $3,200 | $2,459+30.2% | $3,425-6.6% | $3,470-7.8% |
| Admin fee / account holder | $3,497 | $3,868-9.6% | $4,994-30.0% | $4,888-28.5% |