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 | $86,848 | $77,813+11.6% | $123,544-29.7% | $64,186+35.3% |
| Participation rate | 55.6% | 74.7%-19.2pp | 82.3%-26.7pp | 69.6%-14.0pp |
| Annual return | -6.45% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $985 | $3,014-67.3% | $4,628-78.7% | $2,381-58.6% |
| Participant deferral / active EE | $5,880 | $5,240+12.2% | $6,426-8.5% | $3,470+69.5% |
| Admin fee / account holder | $16,166 | $5,519+192.9% | $9,284+74.1% | $4,888+230.7% |