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 | $76,200 | $81,900-7.0% | $119,609-36.3% | $68,494+11.3% |
| Participation rate | 67.5% | 71.9%-4.4pp | 79.3%-11.8pp | 67.9%-0.4pp |
| Annual return | -18.18% | -23.82%+5.6pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $843 | $2,693-68.7% | $4,232-80.1% | $2,596-67.5% |
| Participant deferral / active EE | $3,465 | $4,148-16.5% | $5,602-38.2% | $4,027-14.0% |
| Admin fee / account holder | $4,864 | $6,582-26.1% | $10,323-52.9% | $5,403-10.0% |