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 | $168,686 | $81,900+106.0% | $119,609+41.0% | $68,494+146.3% |
| Participation rate | 48.7% | 71.9%-23.2pp | 79.3%-30.5pp | 67.9%-19.2pp |
| Annual return | -17.01% | -23.82%+6.8pp | -14.97%-2.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,689 | $2,693-37.3% | $4,232-60.1% | $2,596-35.0% |
| Participant deferral / active EE | $2,924 | $4,148-29.5% | $5,602-47.8% | $4,027-27.4% |
| Admin fee / account holder | $1,178 | $6,582-82.1% | $10,323-88.6% | $5,403-78.2% |