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 | $110,941 | $59,805+85.5% | $79,550+39.5% | $68,494+62.0% |
| Participation rate | 38.6% | 61.1%-22.4pp | 69.5%-30.8pp | 67.9%-29.3pp |
| Annual return | -15.11% | -12.30%-2.8pp | 0.16%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,338 | $1,505-11.1% | $2,413-44.6% | $2,596-48.5% |
| Participant deferral / active EE | $2,704 | $3,024-10.6% | $3,985-32.1% | $4,027-32.8% |
| Admin fee / account holder | $1,606 | $4,835-66.8% | $6,832-76.5% | $5,403-70.3% |