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 | $69,763 | $52,836+32.0% | $105,738-34.0% | $64,186+8.7% |
| Participation rate | 50.0% | 66.5%-16.5pp | 76.3%-26.3pp | 69.6%-19.6pp |
| Annual return | -4.37% | 14.30%-18.7pp | 6.27%-10.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,074 | $1,827-41.2% | $3,268-67.1% | $2,381-54.9% |
| Participant deferral / active EE | $1,577 | $2,545-38.1% | $4,080-61.4% | $3,470-54.6% |
| Admin fee / account holder | $7,199 | $3,959+81.9% | $6,913+4.1% | $4,888+47.3% |