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 | $108,626 | $56,357+92.7% | $104,294+4.2% | $68,494+58.6% |
| Participation rate | 37.0% | 63.3%-26.3pp | 73.3%-36.3pp | 67.9%-30.9pp |
| Annual return | -12.15% | -9.19%-3.0pp | 24.61%-36.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,177 | $1,960-40.0% | $3,372-65.1% | $2,596-54.7% |
| Participant deferral / active EE | $1,828 | $3,077-40.6% | $4,625-60.5% | $4,027-54.6% |
| Admin fee / account holder | $1,785 | $4,903-63.6% | $7,339-75.7% | $5,403-67.0% |