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 | $94,727 | $50,958+85.9% | $74,550+27.1% | $64,186+47.6% |
| Participation rate | 69.6% | 61.1%+8.5pp | 69.1%+0.4pp | 69.6%0pp |
| Annual return | -4.35% | -1.86%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,443 | $1,115+29.4% | $1,961-26.4% | $2,381-39.4% |
| Participant deferral / active EE | $3,380 | $2,301+46.9% | $3,108+8.8% | $3,470-2.6% |
| Admin fee / account holder | $26,743 | $4,223+533.3% | $5,060+428.6% | $4,888+447.1% |