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 | $82,394 | $42,383+94.4% | $76,523+7.7% | $64,186+28.4% |
| Participation rate | 54.5% | 58.1%-3.6pp | 68.0%-13.5pp | 69.6%-15.0pp |
| Annual return | -6.04% | -16.54%+10.5pp | -0.27%-5.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,682 | $1,563+7.6% | $2,647-36.5% | $2,381-29.4% |
| Participant deferral / active EE | $2,660 | $2,566+3.7% | $3,835-30.6% | $3,470-23.3% |
| Admin fee / account holder | $2,082 | $3,198-34.9% | $4,848-57.1% | $4,888-57.4% |