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 | $109,204 | $64,707+68.8% | $112,228-2.7% | $68,494+59.4% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -16.20% | -11.40%-4.8pp | 27.45%-43.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,187 | $2,746-20.3% | $3,635-39.8% | $2,596-15.8% |
| Participant deferral / active EE | $4,437 | $3,565+24.5% | $4,728-6.2% | $4,027+10.2% |
| Admin fee / account holder | $7,237 | $5,232+38.3% | $6,410+12.9% | $5,403+33.9% |