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 | $76,857 | $48,265+59.2% | $68,791+11.7% | $68,494+12.2% |
| Participation rate | 39.7% | 60.7%-21.0pp | 69.0%-29.4pp | 67.9%-28.2pp |
| Annual return | -14.97% | -12.71%-2.3pp | -6.38%-8.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,268 | $1,829-30.6% | $2,655-52.2% | $2,596-51.2% |
| Participant deferral / active EE | $3,072 | $2,867+7.2% | $3,941-22.1% | $4,027-23.7% |
| Admin fee / account holder | $552 | $4,355-87.3% | $4,932-88.8% | $5,403-89.8% |