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 | $65,903 | $54,726+20.4% | $68,793-4.2% | $64,186+2.7% |
| Participation rate | 65.2% | 68.0%-2.8pp | 72.2%-7.0pp | 69.6%-4.4pp |
| Annual return | -2.39% | -1.62%-0.8pp | -4.63%+2.2pp | 7.63%-10.0pp |
| Employer contribution / active EE | $627 | $1,846-66.0% | $2,625-76.1% | $2,381-73.7% |
| Participant deferral / active EE | $2,810 | $2,626+7.0% | $3,311-15.1% | $3,470-19.0% |
| Admin fee / account holder | $2,047 | $4,027-49.2% | $5,131-60.1% | $4,888-58.1% |