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 | $99,540 | $50,958+95.3% | $74,550+33.5% | $64,186+55.1% |
| Participation rate | 62.1% | 61.1%+1.0pp | 69.1%-7.1pp | 69.6%-7.5pp |
| Annual return | -5.41% | -1.86%-3.6pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,348 | $1,115+20.9% | $1,961-31.2% | $2,381-43.4% |
| Participant deferral / active EE | $3,055 | $2,301+32.7% | $3,108-1.7% | $3,470-12.0% |
| Admin fee / account holder | $4,318 | $4,223+2.2% | $5,060-14.7% | $4,888-11.7% |