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 | $61,956 | $59,805+3.6% | $79,550-22.1% | $68,494-9.5% |
| Participation rate | 65.6% | 61.1%+4.5pp | 69.5%-3.9pp | 67.9%-2.3pp |
| Annual return | 3.10% | -12.30%+15.4pp | 0.16%+2.9pp | -7.84%+10.9pp |
| Employer contribution / active EE | $2,225 | $1,505+47.8% | $2,413-7.8% | $2,596-14.3% |
| Participant deferral / active EE | $3,959 | $3,024+30.9% | $3,985-0.6% | $4,027-1.7% |
| Admin fee / account holder | $1,358 | $4,835-71.9% | $6,832-80.1% | $5,403-74.9% |