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 | $57,116 | $61,660-7.4% | $80,019-28.6% | $64,186-11.0% |
| Participation rate | 69.3% | 71.7%-2.4pp | 75.8%-6.5pp | 69.6%-0.3pp |
| Annual return | -4.04% | -0.33%-3.7pp | 11.22%-15.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,504 | $1,810-16.9% | $2,468-39.1% | $2,381-36.8% |
| Participant deferral / active EE | $2,403 | $2,968-19.0% | $3,686-34.8% | $3,470-30.7% |
| Admin fee / account holder | $419 | $5,417-92.3% | $6,521-93.6% | $4,888-91.4% |