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 | $36,235 | $77,813-53.4% | $123,544-70.7% | $64,186-43.5% |
| Participation rate | 69.9% | 74.7%-4.8pp | 82.3%-12.4pp | 69.6%+0.3pp |
| Annual return | -7.82% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,621 | $3,014-13.0% | $4,628-43.4% | $2,381+10.1% |
| Participant deferral / active EE | $5,714 | $5,240+9.1% | $6,426-11.1% | $3,470+64.7% |
| Admin fee / account holder | $2,774 | $5,519-49.7% | $9,284-70.1% | $4,888-43.3% |