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 | $59,973 | $58,577+2.4% | $83,333-28.0% | $64,186-6.6% |
| Participation rate | 59.3% | 72.0%-12.8pp | 77.8%-18.5pp | 69.6%-10.3pp |
| Annual return | -2.63% | 9.65%-12.3pp | 10.63%-13.3pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,339 | $4,654-28.3% | $5,565-40.0% | $3,470-3.8% |
| Admin fee / account holder | $459 | $9,275-95.0% | $7,510-93.9% | $4,888-90.6% |