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 | $78,454 | $62,586+25.4% | $76,768+2.2% | $64,186+22.2% |
| Participation rate | 52.5% | 72.8%-20.3pp | 77.0%-24.4pp | 69.6%-17.0pp |
| Annual return | -7.10% | -1.95%-5.2pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,397 | $3,145+103.4% | $3,852+66.1% | $3,470+84.4% |
| Admin fee / account holder | $1,281 | $4,667-72.5% | $6,675-80.8% | $4,888-73.8% |