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 | $69,785 | $107,791-35.3% | $90,645-23.0% | $135,375-48.5% |
| Participation rate | 38.1% | 78.0%-39.9pp | 74.0%-35.9pp | 82.6%-44.5pp |
| Annual return | -2.24% | -0.90%-1.3pp | 1.88%-4.1pp | 519.73%-522.0pp |
| Employer contribution / active EE | $1,135 | $3,018-62.4% | $2,532-55.2% | $4,779-76.2% |
| Participant deferral / active EE | $3,907 | $3,872+0.9% | $3,425+14.1% | $5,609-30.3% |
| Admin fee / account holder | $648 | $5,930-89.1% | $4,994-87.0% | $10,827-94.0% |