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 | $79,205 | $64,707+22.4% | $112,228-29.4% | $68,494+15.6% |
| Participation rate | 63.6% | 67.2%-3.5pp | 75.1%-11.4pp | 67.9%-4.3pp |
| Annual return | -19.34% | -11.40%-7.9pp | 27.45%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,099 | $2,746-60.0% | $3,635-69.8% | $2,596-57.7% |
| Participant deferral / active EE | $3,636 | $3,565+2.0% | $4,728-23.1% | $4,027-9.7% |
| Admin fee / account holder | $8,497 | $5,232+62.4% | $6,410+32.6% | $5,403+57.3% |