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 | $137,105 | $62,586+119.1% | $76,768+78.6% | $64,186+113.6% |
| Participation rate | 31.1% | 72.8%-41.7pp | 77.0%-45.9pp | 69.6%-38.5pp |
| Annual return | 0.31% | -1.95%+2.3pp | 2.43%-2.1pp | 7.63%-7.3pp |
| Employer contribution / active EE | $1,382 | $1,832-24.5% | $2,485-44.4% | $2,381-41.9% |
| Participant deferral / active EE | $2,024 | $3,145-35.6% | $3,852-47.5% | $3,470-41.7% |
| Admin fee / account holder | $2,130 | $4,667-54.4% | $6,675-68.1% | $4,888-56.4% |