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 | $83,156 | $59,332+40.2% | $90,223-7.8% | $59,632+39.4% |
| Participation rate | 38.7% | 71.9%-33.2pp | 79.0%-40.3pp | 68.7%-30.0pp |
| Annual return | -1.16% | 3.25%-4.4pp | 1.31%-2.5pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,024 | $3,031-66.2% | $4,378-76.6% | $2,203-53.5% |
| Participant deferral / active EE | $2,699 | $4,369-38.2% | $5,792-53.4% | $3,192-15.4% |
| Admin fee / account holder | $1,685 | $5,032-66.5% | $7,406-77.2% | $4,297-60.8% |