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 | $158,212 | $59,805+164.5% | $79,550+98.9% | $68,494+131.0% |
| Participation rate | 39.3% | 61.1%-21.8pp | 69.5%-30.2pp | 67.9%-28.6pp |
| Annual return | -8.05% | -12.30%+4.3pp | 0.16%-8.2pp | -7.84%-0.2pp |
| Employer contribution / active EE | $574 | $1,505-61.8% | $2,413-76.2% | $2,596-77.9% |
| Participant deferral / active EE | $2,355 | $3,024-22.1% | $3,985-40.9% | $4,027-41.5% |
| Admin fee / account holder | $4,303 | $4,835-11.0% | $6,832-37.0% | $5,403-20.4% |