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 | $65,986 | $82,286-19.8% | $68,791-4.1% | $134,475-50.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -16.04% | -2.19%-13.8pp | -6.38%-9.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $969 | $3,301-70.7% | $2,655-63.5% | $4,740-79.6% |
| Participant deferral / active EE | $4,653 | $4,739-1.8% | $3,941+18.1% | $6,400-27.3% |
| Admin fee / account holder | $1,250 | $6,481-80.7% | $4,932-74.7% | $11,426-89.1% |