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 | $75,798 | $53,162+42.6% | $91,220-16.9% | $68,494+10.7% |
| Participation rate | 39.3% | 63.2%-23.9pp | 73.2%-33.9pp | 67.9%-28.6pp |
| Annual return | -17.74% | -3.14%-14.6pp | 114.01%-131.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $830 | $1,709-51.5% | $2,850-70.9% | $2,596-68.0% |
| Participant deferral / active EE | $1,640 | $2,974-44.9% | $4,234-61.3% | $4,027-59.3% |
| Admin fee / account holder | $3,184 | $4,493-29.1% | $5,420-41.3% | $5,403-41.1% |