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 | $94,900 | $62,586+51.6% | $76,768+23.6% | $64,186+47.9% |
| Participation rate | 57.7% | 72.8%-15.1pp | 77.0%-19.3pp | 69.6%-11.9pp |
| Annual return | 11.02% | -1.95%+13.0pp | 2.43%+8.6pp | 7.63%+3.4pp |
| Employer contribution / active EE | $1,046 | $1,832-42.9% | $2,485-57.9% | $2,381-56.1% |
| Participant deferral / active EE | $2,539 | $3,145-19.3% | $3,852-34.1% | $3,470-26.8% |
| Admin fee / account holder | $684 | $4,667-85.3% | $6,675-89.8% | $4,888-86.0% |