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 | $66,631 | $42,383+57.2% | $76,523-12.9% | $64,186+3.8% |
| Participation rate | 56.9% | 58.1%-1.2pp | 68.0%-11.1pp | 69.6%-12.6pp |
| Annual return | -6.18% | -16.54%+10.4pp | -0.27%-5.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,110 | $1,563-29.0% | $2,647-58.1% | $2,381-53.4% |
| Participant deferral / active EE | $2,309 | $2,566-10.0% | $3,835-39.8% | $3,470-33.4% |
| Admin fee / account holder | $579 | $3,198-81.9% | $4,848-88.1% | $4,888-88.2% |