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 | $83,218 | $48,265+72.4% | $68,791+21.0% | $68,494+21.5% |
| Participation rate | 44.0% | 60.7%-16.7pp | 69.0%-25.0pp | 67.9%-23.9pp |
| Annual return | -16.98% | -12.71%-4.3pp | -6.38%-10.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,187 | $1,829-35.1% | $2,655-55.3% | $2,596-54.3% |
| Participant deferral / active EE | $2,494 | $2,867-13.0% | $3,941-36.7% | $4,027-38.1% |
| Admin fee / account holder | $575 | $4,355-86.8% | $4,932-88.3% | $5,403-89.4% |