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 | $95,961 | $50,958+88.3% | $74,550+28.7% | $64,186+49.5% |
| Participation rate | 45.1% | 61.1%-15.9pp | 69.1%-24.0pp | 69.6%-24.4pp |
| Annual return | 7.42% | -1.86%+9.3pp | 32.53%-25.1pp | 7.63%-0.2pp |
| Employer contribution / active EE | $848 | $1,115-23.9% | $1,961-56.7% | $2,381-64.4% |
| Participant deferral / active EE | $3,601 | $2,301+56.5% | $3,108+15.9% | $3,470+3.8% |
| Admin fee / account holder | $14,283 | $4,223+238.2% | $5,060+182.3% | $4,888+192.2% |