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 | $38,986 | $43,327-10.0% | $59,878-34.9% | $64,186-39.3% |
| Participation rate | 66.7% | 69.2%-2.5pp | 74.7%-8.0pp | 69.6%-2.9pp |
| Annual return | -4.74% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $6,220 | $2,028+206.7% | $2,722+128.6% | $2,381+161.3% |
| Participant deferral / active EE | $1,543 | $2,546-39.4% | $3,402-54.6% | $3,470-55.5% |
| Admin fee / account holder | $1,916 | $3,005-36.2% | $3,590-46.6% | $4,888-60.8% |