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 | $87,151 | $27,641+215.3% | $61,373+42.0% | $68,494+27.2% |
| Participation rate | 39.0% | 39.5%-0.5pp | 52.6%-13.5pp | 67.9%-28.9pp |
| Annual return | -16.95% | -13.24%-3.7pp | 338.61%-355.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $946 | $695+36.0% | $1,159-18.4% | $2,596-63.6% |
| Participant deferral / active EE | $2,533 | $1,263+100.5% | $2,125+19.2% | $4,027-37.1% |
| Admin fee / account holder | $769 | $2,010-61.7% | $2,130-63.9% | $5,403-85.8% |