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 | $92,588 | $77,813+19.0% | $123,544-25.1% | $64,186+44.3% |
| Participation rate | 59.3% | 74.7%-15.4pp | 82.3%-23.0pp | 69.6%-10.3pp |
| Annual return | -2.81% | 12.48%-15.3pp | 119.20%-122.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,882 | $3,014-37.6% | $4,628-59.3% | $2,381-21.0% |
| Participant deferral / active EE | $4,075 | $5,240-22.2% | $6,426-36.6% | $3,470+17.5% |
| Admin fee / account holder | $2,112 | $5,519-61.7% | $9,284-77.3% | $4,888-56.8% |