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 | $45,588 | $43,723+4.3% | $121,196-62.4% | $64,186-29.0% |
| Participation rate | 69.2% | 58.3%+10.9pp | 71.7%-2.5pp | 69.6%-0.3pp |
| Annual return | -4.27% | 68.91%-73.2pp | 16.93%-21.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,294 | $2,280+44.5% | $3,344-1.5% | $3,470-5.1% |
| Admin fee / account holder | $2,296 | $3,501-34.4% | $5,019-54.3% | $4,888-53.0% |