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 | $86,641 | $59,805+44.9% | $79,550+8.9% | $68,494+26.5% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -13.20% | -12.30%-0.9pp | 0.16%-13.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,076 | $1,505+38.0% | $2,413-14.0% | $2,596-20.0% |
| Participant deferral / active EE | $3,754 | $3,024+24.1% | $3,985-5.8% | $4,027-6.8% |
| Admin fee / account holder | $1,489 | $4,835-69.2% | $6,832-78.2% | $5,403-72.4% |