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 | $60,195 | $49,280+22.1% | $67,313-10.6% | $64,186-6.2% |
| Participation rate | 61.5% | 60.8%+0.8pp | 69.1%-7.5pp | 69.6%-8.0pp |
| Annual return | -5.93% | -1.39%-4.5pp | -4.08%-1.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $442 | $1,668-73.5% | $2,566-82.8% | $2,381-81.4% |
| Participant deferral / active EE | $2,982 | $2,484+20.0% | $3,568-16.4% | $3,470-14.1% |
| Admin fee / account holder | $5,847 | $3,863+51.4% | $4,507+29.7% | $4,888+19.6% |