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 | $54,946 | $46,674+17.7% | $117,472-53.2% | $68,494-19.8% |
| Participation rate | 54.3% | 56.8%-2.4pp | 70.6%-16.2pp | 67.9%-13.5pp |
| Annual return | -16.64% | -14.52%-2.1pp | 29.74%-46.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $552 | $1,505-63.3% | $4,176-86.8% | $2,596-78.7% |
| Participant deferral / active EE | $4,595 | $2,636+74.3% | $4,070+12.9% | $4,027+14.1% |
| Admin fee / account holder | $1,903 | $4,020-52.7% | $5,645-66.3% | $5,403-64.8% |