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 | $36,218 | $54,726-33.8% | $68,793-47.4% | $64,186-43.6% |
| Participation rate | 58.6% | 68.0%-9.4pp | 72.2%-13.6pp | 69.6%-10.9pp |
| Annual return | -4.82% | -1.62%-3.2pp | -4.63%-0.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,822 | $1,846+107.0% | $2,625+45.6% | $2,381+60.5% |
| Participant deferral / active EE | $5,794 | $2,626+120.6% | $3,311+75.0% | $3,470+67.0% |
| Admin fee / account holder | $3,176 | $4,027-21.1% | $5,131-38.1% | $4,888-35.0% |