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 | $113,439 | $50,958+122.6% | $74,550+52.2% | $64,186+76.7% |
| Participation rate | 63.0% | 61.1%+1.9pp | 69.1%-6.2pp | 69.6%-6.6pp |
| Annual return | -5.30% | -1.86%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $362 | $1,115-67.6% | $1,961-81.5% | $2,381-84.8% |
| Participant deferral / active EE | $2,394 | $2,301+4.0% | $3,108-23.0% | $3,470-31.0% |
| Admin fee / account holder | $9,597 | $4,223+127.3% | $5,060+89.7% | $4,888+96.3% |