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 | $120,917 | $59,805+102.2% | $79,550+52.0% | $68,494+76.5% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.5%-9.5pp | 67.9%-7.9pp |
| Annual return | -13.15% | -12.30%-0.9pp | 0.16%-13.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $836 | $1,505-44.5% | $2,413-65.4% | $2,596-67.8% |
| Participant deferral / active EE | $3,019 | $3,024-0.2% | $3,985-24.2% | $4,027-25.0% |
| Admin fee / account holder | $4,929 | $4,835+1.9% | $6,832-27.9% | $5,403-8.8% |