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 | $70,672 | $77,813-9.2% | $123,544-42.8% | $64,186+10.1% |
| Participation rate | 48.0% | 74.7%-26.7pp | 82.3%-34.3pp | 69.6%-21.6pp |
| Annual return | -5.96% | 12.48%-18.4pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $622 | $3,014-79.4% | $4,628-86.6% | $2,381-73.9% |
| Participant deferral / active EE | $3,625 | $5,240-30.8% | $6,426-43.6% | $3,470+4.5% |
| Admin fee / account holder | $658 | $5,519-88.1% | $9,284-92.9% | $4,888-86.5% |