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 | $94,829 | $59,805+58.6% | $79,550+19.2% | $68,494+38.4% |
| Participation rate | 53.3% | 61.1%-7.7pp | 69.5%-16.2pp | 67.9%-14.6pp |
| Annual return | -15.97% | -12.30%-3.7pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $440 | $1,505-70.8% | $2,413-81.8% | $2,596-83.1% |
| Participant deferral / active EE | $4,118 | $3,024+36.2% | $3,985+3.3% | $4,027+2.3% |
| Admin fee / account holder | $1,788 | $4,835-63.0% | $6,832-73.8% | $5,403-66.9% |