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 | $87,892 | $62,586+40.4% | $76,768+14.5% | $64,186+36.9% |
| Participation rate | 59.0% | 72.8%-13.8pp | 77.0%-18.0pp | 69.6%-10.6pp |
| Annual return | -2.12% | -1.95%-0.2pp | 2.43%-4.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $2,038 | $1,832+11.2% | $2,485-18.0% | $2,381-14.4% |
| Participant deferral / active EE | $4,135 | $3,145+31.5% | $3,852+7.4% | $3,470+19.2% |
| Admin fee / account holder | $2,464 | $4,667-47.2% | $6,675-63.1% | $4,888-49.6% |