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 | $37,655 | $27,641+36.2% | $61,373-38.6% | $68,494-45.0% |
| Participation rate | 36.1% | 39.5%-3.4pp | 52.6%-16.5pp | 67.9%-31.8pp |
| Annual return | -14.62% | -13.24%-1.4pp | 338.61%-353.2pp | -7.84%-6.8pp |
| Employer contribution / active EE | $696 | $6950% | $1,159-40.0% | $2,596-73.2% |
| Participant deferral / active EE | $1,434 | $1,263+13.5% | $2,125-32.5% | $4,027-64.4% |
| Admin fee / account holder | $681 | $2,010-66.1% | $2,130-68.0% | $5,403-87.4% |