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 | $56,799 | $92,222-38.4% | $76,768-26.0% | $135,375-58.0% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -6.22% | 5.46%-11.7pp | 2.43%-8.6pp | 519.73%-526.0pp |
| Employer contribution / active EE | $823 | $3,216-74.4% | $2,485-66.9% | $4,779-82.8% |
| Participant deferral / active EE | $6,519 | $4,509+44.6% | $3,852+69.3% | $5,609+16.2% |
| Admin fee / account holder | $433 | $10,748-96.0% | $6,675-93.5% | $10,827-96.0% |