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 | $81,412 | $49,177+65.6% | $79,464+2.5% | $64,186+26.8% |
| Participation rate | 69.1% | 65.0%+4.1pp | 73.3%-4.3pp | 69.6%-0.5pp |
| Annual return | -4.78% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,829 | $2,076-11.9% | $2,800-34.7% | $2,381-23.2% |
| Participant deferral / active EE | $3,324 | $2,821+17.8% | $3,704-10.3% | $3,470-4.2% |
| Admin fee / account holder | $2,032 | $3,839-47.1% | $5,113-60.3% | $4,888-58.4% |