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 | $111,891 | $49,280+127.1% | $67,313+66.2% | $64,186+74.3% |
| Participation rate | 34.2% | 60.8%-26.6pp | 69.1%-34.9pp | 69.6%-35.4pp |
| Annual return | -0.51% | -1.39%+0.9pp | -4.08%+3.6pp | 7.63%-8.1pp |
| Employer contribution / active EE | $739 | $1,668-55.7% | $2,566-71.2% | $2,381-69.0% |
| Participant deferral / active EE | $1,254 | $2,484-49.5% | $3,568-64.8% | $3,470-63.8% |
| Admin fee / account holder | $17,719 | $3,863+358.7% | $4,507+293.2% | $4,888+262.5% |