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 | $94,085 | $64,707+45.4% | $112,228-16.2% | $68,494+37.4% |
| Participation rate | 61.8% | 67.2%-5.4pp | 75.1%-13.3pp | 67.9%-6.1pp |
| Annual return | -10.54% | -11.40%+0.9pp | 27.45%-38.0pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,229 | $2,746-55.3% | $3,635-66.2% | $2,596-52.7% |
| Participant deferral / active EE | $2,314 | $3,565-35.1% | $4,728-51.1% | $4,027-42.5% |
| Admin fee / account holder | $4,012 | $5,232-23.3% | $6,410-37.4% | $5,403-25.7% |