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 | $81,227 | $59,805+35.8% | $79,550+2.1% | $68,494+18.6% |
| Participation rate | 64.3% | 61.1%+3.2pp | 69.5%-5.2pp | 67.9%-3.6pp |
| Annual return | -12.33% | -12.30%0pp | 0.16%-12.5pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,007 | $1,505-33.1% | $2,413-58.3% | $2,596-61.2% |
| Participant deferral / active EE | $2,481 | $3,024-18.0% | $3,985-37.8% | $4,027-38.4% |
| Admin fee / account holder | $700 | $4,835-85.5% | $6,832-89.8% | $5,403-87.1% |