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 | $121,244 | $43,327+179.8% | $59,878+102.5% | $64,186+88.9% |
| Participation rate | 15.0% | 69.2%-54.2pp | 74.7%-59.7pp | 69.6%-54.6pp |
| Annual return | -1.72% | -1.55%-0.2pp | 3.46%-5.2pp | 7.63%-9.4pp |
| Employer contribution / active EE | $3,746 | $2,028+84.7% | $2,722+37.6% | $2,381+57.4% |
| Participant deferral / active EE | $3,018 | $2,546+18.6% | $3,402-11.3% | $3,470-13.0% |
| Admin fee / account holder | $4,884 | $3,005+62.5% | $3,590+36.0% | $4,888-0.1% |