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 | $91,355 | $64,707+41.2% | $112,228-18.6% | $68,494+33.4% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -14.31% | -11.40%-2.9pp | 27.45%-41.8pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,405 | $2,746-48.8% | $3,635-61.3% | $2,596-45.9% |
| Participant deferral / active EE | $4,143 | $3,565+16.2% | $4,728-12.4% | $4,027+2.9% |
| Admin fee / account holder | $2,569 | $5,232-50.9% | $6,410-59.9% | $5,403-52.5% |