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 | $66,603 | $62,586+6.4% | $76,768-13.2% | $64,186+3.8% |
| Participation rate | 62.1% | 72.8%-10.7pp | 77.0%-14.8pp | 69.6%-7.4pp |
| Annual return | -7.12% | -1.95%-5.2pp | 2.43%-9.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,554 | $1,832-15.2% | $2,485-37.5% | $2,381-34.7% |
| Participant deferral / active EE | $2,950 | $3,145-6.2% | $3,852-23.4% | $3,470-15.0% |
| Admin fee / account holder | $1,020 | $4,667-78.2% | $6,675-84.7% | $4,888-79.1% |