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 | $84,955 | $62,586+35.7% | $76,768+10.7% | $64,186+32.4% |
| Participation rate | 66.7% | 72.8%-6.1pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | -5.12% | -1.95%-3.2pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $815 | $1,832-55.5% | $2,485-67.2% | $2,381-65.7% |
| Participant deferral / active EE | $3,071 | $3,145-2.4% | $3,852-20.3% | $3,470-11.5% |
| Admin fee / account holder | $1,791 | $4,667-61.6% | $6,675-73.2% | $4,888-63.4% |