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 | $92,224 | $56,484+63.3% | $169,463-45.6% | $64,186+43.7% |
| Participation rate | 42.9% | 64.5%-21.7pp | 77.8%-34.9pp | 69.6%-26.7pp |
| Annual return | -7.07% | -1.55%-5.5pp | 1.83%-8.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,565 | $1,832-14.6% | $4,159-62.4% | $2,381-34.3% |
| Participant deferral / active EE | $2,909 | $3,448-15.6% | $5,277-44.9% | $3,470-16.2% |
| Admin fee / account holder | $5,390 | $4,174+29.1% | $9,109-40.8% | $4,888+10.3% |