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 | $108,134 | $59,805+80.8% | $79,550+35.9% | $68,494+57.9% |
| Participation rate | 59.2% | 61.1%-1.9pp | 69.5%-10.3pp | 67.9%-8.7pp |
| Annual return | -13.96% | -12.30%-1.7pp | 0.16%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $717 | $1,505-52.4% | $2,413-70.3% | $2,596-72.4% |
| Participant deferral / active EE | $4,074 | $3,024+34.7% | $3,985+2.2% | $4,027+1.2% |
| Admin fee / account holder | $2,492 | $4,835-48.4% | $6,832-63.5% | $5,403-53.9% |