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 | $67,872 | $62,586+8.4% | $76,768-11.6% | $64,186+5.7% |
| Participation rate | 61.2% | 72.8%-11.6pp | 77.0%-15.7pp | 69.6%-8.3pp |
| Annual return | -3.46% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $527 | $1,832-71.2% | $2,485-78.8% | $2,381-77.9% |
| Participant deferral / active EE | $2,278 | $3,145-27.6% | $3,852-40.9% | $3,470-34.3% |
| Admin fee / account holder | $578 | $4,667-87.6% | $6,675-91.3% | $4,888-88.2% |