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 | $83,936 | $53,596+56.6% | $90,645-7.4% | $64,186+30.8% |
| Participation rate | 34.1% | 64.5%-30.4pp | 74.0%-39.9pp | 69.6%-35.5pp |
| Annual return | -6.28% | 4.41%-10.7pp | 1.88%-8.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $436 | $1,503-71.0% | $2,532-82.8% | $2,381-81.7% |
| Participant deferral / active EE | $1,639 | $2,459-33.4% | $3,425-52.2% | $3,470-52.8% |
| Admin fee / account holder | $5,558 | $3,868+43.7% | $4,994+11.3% | $4,888+13.7% |