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 | $103,972 | $58,577+77.5% | $83,333+24.8% | $64,186+62.0% |
| Participation rate | 68.8% | 72.0%-3.3pp | 77.8%-9.0pp | 69.6%-0.8pp |
| Annual return | -7.99% | 9.65%-17.6pp | 10.63%-18.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $3,405 | $2,098+62.3% | $3,379+0.8% | $2,381+43.0% |
| Participant deferral / active EE | $8,217 | $4,654+76.5% | $5,565+47.6% | $3,470+136.8% |
| Admin fee / account holder | $1,531 | $9,275-83.5% | $7,510-79.6% | $4,888-68.7% |