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 | $100,934 | $59,805+68.8% | $79,550+26.9% | $68,494+47.4% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.5%-32.0pp | 67.9%-30.4pp |
| Annual return | -18.87% | -12.30%-6.6pp | 0.16%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $401 | $1,505-73.3% | $2,413-83.4% | $2,596-84.5% |
| Participant deferral / active EE | $3,462 | $3,024+14.5% | $3,985-13.1% | $4,027-14.0% |
| Admin fee / account holder | $1,313 | $4,835-72.8% | $6,832-80.8% | $5,403-75.7% |