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 | $101,295 | $58,577+72.9% | $83,333+21.6% | $64,186+57.8% |
| Participation rate | 65.9% | 72.0%-6.2pp | 77.8%-11.9pp | 69.6%-3.7pp |
| Annual return | -1.30% | 9.65%-10.9pp | 10.63%-11.9pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,688 | $2,098-19.5% | $3,379-50.0% | $2,381-29.1% |
| Participant deferral / active EE | $3,222 | $4,654-30.8% | $5,565-42.1% | $3,470-7.1% |
| Admin fee / account holder | $1,658 | $9,275-82.1% | $7,510-77.9% | $4,888-66.1% |