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 | $35,907 | $52,836-32.0% | $105,738-66.0% | $64,186-44.1% |
| Participation rate | 69.2% | 66.5%+2.7pp | 76.3%-7.1pp | 69.6%-0.3pp |
| Annual return | -6.13% | 14.30%-20.4pp | 6.27%-12.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,685 | $1,827-7.8% | $3,268-48.5% | $2,381-29.2% |
| Participant deferral / active EE | $3,630 | $2,545+42.6% | $4,080-11.0% | $3,470+4.6% |
| Admin fee / account holder | $3,604 | $3,959-9.0% | $6,913-47.9% | $4,888-26.3% |