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 8-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 | $129,929 | $62,586+107.6% | $76,768+69.2% | $64,186+102.4% |
| Participation rate | 53.8% | 72.8%-19.0pp | 77.0%-23.1pp | 69.6%-15.7pp |
| Annual return | -2.29% | -1.95%-0.3pp | 2.43%-4.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,158 | $1,832-36.8% | $2,485-53.4% | $2,381-51.4% |
| Participant deferral / active EE | $5,358 | $3,145+70.4% | $3,852+39.1% | $3,470+54.4% |
| Admin fee / account holder | $26,075 | $4,667+458.7% | $6,675+290.6% | $4,888+433.5% |