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 | $114,839 | $64,707+77.5% | $112,228+2.3% | $68,494+67.7% |
| Participation rate | 39.0% | 67.2%-28.2pp | 75.1%-36.1pp | 67.9%-28.9pp |
| Annual return | -14.46% | -11.40%-3.1pp | 27.45%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $973 | $2,746-64.6% | $3,635-73.2% | $2,596-62.5% |
| Participant deferral / active EE | $3,092 | $3,565-13.3% | $4,728-34.6% | $4,027-23.2% |
| Admin fee / account holder | $6,138 | $5,232+17.3% | $6,410-4.3% | $5,403+13.6% |