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 | $148,053 | $81,900+80.8% | $119,609+23.8% | $68,494+116.2% |
| Participation rate | 64.1% | 71.9%-7.8pp | 79.3%-15.2pp | 67.9%-3.8pp |
| Annual return | -16.35% | -23.82%+7.5pp | -14.97%-1.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,912 | $2,693-29.0% | $4,232-54.8% | $2,596-26.4% |
| Participant deferral / active EE | $5,402 | $4,148+30.3% | $5,602-3.6% | $4,027+34.1% |
| Admin fee / account holder | $1,212 | $6,582-81.6% | $10,323-88.3% | $5,403-77.6% |