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 | $55,204 | $49,280+12.0% | $67,313-18.0% | $64,186-14.0% |
| Participation rate | 65.2% | 60.8%+4.4pp | 69.1%-3.9pp | 69.6%-4.4pp |
| Annual return | -7.46% | -1.39%-6.1pp | -4.08%-3.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,469 | $1,668+48.0% | $2,566-3.8% | $2,381+3.7% |
| Participant deferral / active EE | $4,980 | $2,484+100.5% | $3,568+39.6% | $3,470+43.5% |
| Admin fee / account holder | $6,186 | $3,863+60.1% | $4,507+37.3% | $4,888+26.6% |