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 | $34,057 | $48,265-29.4% | $68,791-50.5% | $68,494-50.3% |
| Participation rate | 68.3% | 60.7%+7.6pp | 69.0%-0.7pp | 67.9%+0.4pp |
| Annual return | -17.59% | -12.71%-4.9pp | -6.38%-11.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,775 | $1,829-2.9% | $2,655-33.1% | $2,596-31.6% |
| Participant deferral / active EE | $3,243 | $2,867+13.1% | $3,941-17.7% | $4,027-19.5% |
| Admin fee / account holder | $536 | $4,355-87.7% | $4,932-89.1% | $5,403-90.1% |