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 | $159,219 | $64,707+146.1% | $112,228+41.9% | $68,494+132.5% |
| Participation rate | 34.8% | 67.2%-32.4pp | 75.1%-40.3pp | 67.9%-33.1pp |
| Annual return | -13.59% | -11.40%-2.2pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $997 | $2,746-63.7% | $3,635-72.6% | $2,596-61.6% |
| Participant deferral / active EE | $4,674 | $3,565+31.1% | $4,728-1.1% | $4,027+16.1% |
| Admin fee / account holder | $1,137 | $5,232-78.3% | $6,410-82.3% | $5,403-79.0% |