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 | $40,447 | $43,723-7.5% | $121,196-66.6% | $64,186-37.0% |
| Participation rate | 62.9% | 58.3%+4.6pp | 71.7%-8.8pp | 69.6%-6.7pp |
| Annual return | -7.61% | 68.91%-76.5pp | 16.93%-24.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $467 | $1,296-64.0% | $4,022-88.4% | $2,381-80.4% |
| Participant deferral / active EE | $3,009 | $2,280+32.0% | $3,344-10.0% | $3,470-13.3% |
| Admin fee / account holder | $780 | $3,501-77.7% | $5,019-84.5% | $4,888-84.0% |