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 4-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 | $89,071 | $64,707+37.7% | $112,228-20.6% | $68,494+30.0% |
| Participation rate | 66.1% | 67.2%-1.0pp | 75.1%-8.9pp | 67.9%-1.8pp |
| Annual return | -16.93% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $864 | $2,746-68.5% | $3,635-76.2% | $2,596-66.7% |
| Participant deferral / active EE | $6,784 | $3,565+90.3% | $4,728+43.5% | $4,027+68.4% |
| Admin fee / account holder | $2,729 | $5,232-47.8% | $6,410-57.4% | $5,403-49.5% |