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 | $61,084 | $42,894+42.4% | $60,874+0.3% | $68,494-10.8% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -9.82% | -13.98%+4.2pp | 16.90%-26.7pp | -7.84%-2.0pp |
| Employer contribution / active EE | $641 | $1,978-67.6% | $2,701-76.3% | $2,596-75.3% |
| Participant deferral / active EE | $2,233 | $2,867-22.1% | $3,817-41.5% | $4,027-44.5% |
| Admin fee / account holder | $1,432 | $3,101-53.8% | $3,224-55.6% | $5,403-73.5% |