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 | $43,600 | $43,327+0.6% | $59,878-27.2% | $64,186-32.1% |
| Participation rate | 57.3% | 69.2%-11.8pp | 74.7%-17.4pp | 69.6%-12.3pp |
| Annual return | -2.86% | -1.55%-1.3pp | 3.46%-6.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,002 | $2,028-1.3% | $2,722-26.4% | $2,381-15.9% |
| Participant deferral / active EE | $2,926 | $2,546+14.9% | $3,402-14.0% | $3,470-15.7% |
| Admin fee / account holder | $1,339 | $3,005-55.4% | $3,590-62.7% | $4,888-72.6% |