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 | $94,002 | $73,004+28.8% | $90,749+3.6% | $68,494+37.2% |
| Participation rate | 68.2% | 70.8%-2.7pp | 75.7%-7.5pp | 67.9%+0.3pp |
| Annual return | -12.85% | -13.81%+1.0pp | -12.16%-0.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,056 | $2,193-51.8% | $2,921-63.8% | $2,596-59.3% |
| Participant deferral / active EE | $4,093 | $3,627+12.9% | $4,564-10.3% | $4,027+1.6% |
| Admin fee / account holder | $4,633 | $5,896-21.4% | $8,445-45.1% | $5,403-14.2% |