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 | $34,948 | $53,596-34.8% | $90,645-61.4% | $64,186-45.6% |
| Participation rate | 65.2% | 64.5%+0.7pp | 74.0%-8.8pp | 69.6%-4.4pp |
| Annual return | -7.47% | 4.41%-11.9pp | 1.88%-9.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,420 | $1,503+61.0% | $2,532-4.4% | $2,381+1.6% |
| Participant deferral / active EE | $3,932 | $2,459+59.9% | $3,425+14.8% | $3,470+13.3% |
| Admin fee / account holder | $370 | $3,868-90.4% | $4,994-92.6% | $4,888-92.4% |