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 | $50,733 | $54,726-7.3% | $68,793-26.3% | $64,186-21.0% |
| Participation rate | 42.3% | 68.0%-25.7pp | 72.2%-29.9pp | 69.6%-27.3pp |
| Annual return | -4.10% | -1.62%-2.5pp | -4.63%+0.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,327 | $1,846+26.0% | $2,625-11.4% | $2,381-2.3% |
| Participant deferral / active EE | $4,678 | $2,626+78.1% | $3,311+41.3% | $3,470+34.8% |
| Admin fee / account holder | $2,268 | $4,027-43.7% | $5,131-55.8% | $4,888-53.6% |