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 | $81,299 | $61,660+31.9% | $80,019+1.6% | $64,186+26.7% |
| Participation rate | 67.6% | 71.7%-4.0pp | 75.8%-8.2pp | 69.6%-1.9pp |
| Annual return | -4.60% | -0.33%-4.3pp | 11.22%-15.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,707 | $1,810-5.7% | $2,468-30.9% | $2,381-28.3% |
| Participant deferral / active EE | $3,926 | $2,968+32.3% | $3,686+6.5% | $3,470+13.2% |
| Admin fee / account holder | $3,159 | $5,417-41.7% | $6,521-51.6% | $4,888-35.4% |