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 | $137,906 | $64,707+113.1% | $112,228+22.9% | $68,494+101.3% |
| Participation rate | 44.7% | 67.2%-22.5pp | 75.1%-30.4pp | 67.9%-23.2pp |
| Annual return | -14.93% | -11.40%-3.5pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $696 | $2,746-74.6% | $3,635-80.8% | $2,596-73.2% |
| Participant deferral / active EE | $1,852 | $3,565-48.0% | $4,728-60.8% | $4,027-54.0% |
| Admin fee / account holder | $8,309 | $5,232+58.8% | $6,410+29.6% | $5,403+53.8% |