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 | $82,650 | $48,265+71.2% | $68,791+20.1% | $68,494+20.7% |
| Participation rate | 45.5% | 60.7%-15.2pp | 69.0%-23.6pp | 67.9%-22.4pp |
| Annual return | -17.90% | -12.71%-5.2pp | -6.38%-11.5pp | -7.84%-10.1pp |
| Employer contribution / active EE | $697 | $1,829-61.9% | $2,655-73.7% | $2,596-73.2% |
| Participant deferral / active EE | $3,875 | $2,867+35.2% | $3,941-1.7% | $4,027-3.8% |
| Admin fee / account holder | $818 | $4,355-81.2% | $4,932-83.4% | $5,403-84.9% |