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 | $65,709 | $59,805+9.9% | $79,550-17.4% | $68,494-4.1% |
| Participation rate | 45.7% | 61.1%-15.4pp | 69.5%-23.8pp | 67.9%-22.2pp |
| Annual return | -16.48% | -12.30%-4.2pp | 0.16%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $735 | $1,505-51.2% | $2,413-69.5% | $2,596-71.7% |
| Participant deferral / active EE | $1,373 | $3,024-54.6% | $3,985-65.5% | $4,027-65.9% |
| Admin fee / account holder | $759 | $4,835-84.3% | $6,832-88.9% | $5,403-86.0% |