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 | $125,610 | $61,660+103.7% | $80,019+57.0% | $64,186+95.7% |
| Participation rate | 64.7% | 71.7%-7.0pp | 75.8%-11.1pp | 69.6%-4.9pp |
| Annual return | -7.55% | -0.33%-7.2pp | 11.22%-18.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,261 | $1,810+80.1% | $2,468+32.1% | $2,381+37.0% |
| Participant deferral / active EE | $1,413 | $2,968-52.4% | $3,686-61.7% | $3,470-59.3% |
| Admin fee / account holder | $1,192 | $5,417-78.0% | $6,521-81.7% | $4,888-75.6% |