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 6-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 | $65,248 | $48,265+35.2% | $68,791-5.2% | $68,494-4.7% |
| Participation rate | 65.6% | 60.7%+4.9pp | 69.0%-3.4pp | 67.9%-2.3pp |
| Annual return | -13.60% | -12.71%-0.9pp | -6.38%-7.2pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,289 | $1,829+25.2% | $2,655-13.8% | $2,596-11.8% |
| Participant deferral / active EE | $5,445 | $2,867+89.9% | $3,941+38.2% | $4,027+35.2% |
| Admin fee / account holder | $1,521 | $4,355-65.1% | $4,932-69.2% | $5,403-71.9% |