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 | $59,143 | $43,327+36.5% | $59,878-1.2% | $64,186-7.9% |
| Participation rate | 68.0% | 69.2%-1.2pp | 74.7%-6.7pp | 69.6%-1.6pp |
| Annual return | -4.42% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,642 | $2,028+79.6% | $2,722+33.8% | $2,381+53.0% |
| Participant deferral / active EE | $5,227 | $2,546+105.3% | $3,402+53.6% | $3,470+50.6% |
| Admin fee / account holder | $18,022 | $3,005+499.7% | $3,590+402.0% | $4,888+268.7% |