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 8-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 | $64,775 | $64,707+0.1% | $112,228-42.3% | $68,494-5.4% |
| Participation rate | 23.3% | 67.2%-43.8pp | 75.1%-51.7pp | 67.9%-44.6pp |
| Annual return | -18.47% | -11.40%-7.1pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $956 | $2,746-65.2% | $3,635-73.7% | $2,596-63.2% |
| Participant deferral / active EE | $3,578 | $3,565+0.4% | $4,728-24.3% | $4,027-11.1% |
| Admin fee / account holder | $871 | $5,232-83.4% | $6,410-86.4% | $5,403-83.9% |