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 | $114,392 | $62,586+82.8% | $76,768+49.0% | $64,186+78.2% |
| Participation rate | 59.3% | 72.8%-13.6pp | 77.0%-17.7pp | 69.6%-10.3pp |
| Annual return | -5.47% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,614 | $1,832-11.9% | $2,485-35.1% | $2,381-32.2% |
| Participant deferral / active EE | $4,444 | $3,145+41.3% | $3,852+15.4% | $3,470+28.1% |
| Admin fee / account holder | $3,753 | $4,667-19.6% | $6,675-43.8% | $4,888-23.2% |