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 | $74,195 | $46,674+59.0% | $117,472-36.8% | $68,494+8.3% |
| Participation rate | 66.7% | 56.8%+9.9pp | 70.6%-3.9pp | 67.9%-1.2pp |
| Annual return | -16.80% | -14.52%-2.3pp | 29.74%-46.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,933 | $1,505+28.5% | $4,176-53.7% | $2,596-25.6% |
| Participant deferral / active EE | $5,966 | $2,636+126.3% | $4,070+46.6% | $4,027+48.1% |
| Admin fee / account holder | $1,807 | $4,020-55.0% | $5,645-68.0% | $5,403-66.6% |