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 | $96,253 | $50,958+88.9% | $74,550+29.1% | $64,186+50.0% |
| Participation rate | 51.6% | 61.1%-9.4pp | 69.1%-17.5pp | 69.6%-18.0pp |
| Annual return | -5.30% | -1.86%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $646 | $1,115-42.1% | $1,961-67.1% | $2,381-72.9% |
| Participant deferral / active EE | $2,018 | $2,301-12.3% | $3,108-35.1% | $3,470-41.8% |
| Admin fee / account holder | $3,542 | $4,223-16.1% | $5,060-30.0% | $4,888-27.5% |