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 | $130,421 | $50,958+155.9% | $74,550+74.9% | $64,186+103.2% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.1%-8.6pp | 69.6%-9.0pp |
| Annual return | -5.81% | -1.86%-4.0pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,132 | $1,115+91.1% | $1,961+8.7% | $2,381-10.5% |
| Participant deferral / active EE | $2,870 | $2,301+24.7% | $3,108-7.7% | $3,470-17.3% |
| Admin fee / account holder | $5,198 | $4,223+23.1% | $5,060+2.7% | $4,888+6.3% |