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 | $76,538 | $56,484+35.5% | $169,463-54.8% | $64,186+19.2% |
| Participation rate | 59.2% | 64.5%-5.4pp | 77.8%-18.6pp | 69.6%-10.4pp |
| Annual return | -1.17% | -1.55%+0.4pp | 1.83%-3.0pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,255 | $1,832-31.5% | $4,159-69.8% | $2,381-47.3% |
| Participant deferral / active EE | $4,016 | $3,448+16.5% | $5,277-23.9% | $3,470+15.7% |
| Admin fee / account holder | $32,810 | $4,174+686.0% | $9,109+260.2% | $4,888+571.2% |