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 | $91,124 | $48,265+88.8% | $68,791+32.5% | $68,494+33.0% |
| Participation rate | 34.8% | 60.7%-25.9pp | 69.0%-34.2pp | 67.9%-33.1pp |
| Annual return | -18.78% | -12.71%-6.1pp | -6.38%-12.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,419 | $1,829-22.4% | $2,655-46.5% | $2,596-45.3% |
| Participant deferral / active EE | $2,574 | $2,867-10.2% | $3,941-34.7% | $4,027-36.1% |
| Admin fee / account holder | $2,461 | $4,355-43.5% | $4,932-50.1% | $5,403-54.4% |