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 | $132,568 | $107,791+23.0% | $90,645+46.2% | $135,375-2.1% |
| Participation rate | 27.3% | 78.0%-50.8pp | 74.0%-46.8pp | 82.6%-55.4pp |
| Annual return | -5.52% | -0.90%-4.6pp | 1.88%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $382 | $3,018-87.3% | $2,532-84.9% | $4,779-92.0% |
| Participant deferral / active EE | $3,364 | $3,872-13.1% | $3,425-1.8% | $5,609-40.0% |
| Admin fee / account holder | $2,299 | $5,930-61.2% | $4,994-54.0% | $10,827-78.8% |