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 | $98,958 | $58,577+68.9% | $83,333+18.7% | $64,186+54.2% |
| Participation rate | 40.0% | 72.0%-32.0pp | 77.8%-37.8pp | 69.6%-29.6pp |
| Annual return | -7.93% | 9.65%-17.6pp | 10.63%-18.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,170 | $2,098-44.2% | $3,379-65.4% | $2,381-50.9% |
| Participant deferral / active EE | $3,812 | $4,654-18.1% | $5,565-31.5% | $3,470+9.9% |
| Admin fee / account holder | $660 | $9,275-92.9% | $7,510-91.2% | $4,888-86.5% |