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 | $65,778 | $54,726+20.2% | $68,793-4.4% | $64,186+2.5% |
| Participation rate | 41.8% | 68.0%-26.3pp | 72.2%-30.5pp | 69.6%-27.8pp |
| Annual return | -6.49% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $860 | $1,846-53.4% | $2,625-67.2% | $2,381-63.9% |
| Participant deferral / active EE | $1,986 | $2,626-24.4% | $3,311-40.0% | $3,470-42.8% |
| Admin fee / account holder | $1,663 | $4,027-58.7% | $5,131-67.6% | $4,888-66.0% |