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 | $37,933 | $32,117+18.1% | $71,086-46.6% | $64,186-40.9% |
| Participation rate | 63.4% | 42.7%+20.7pp | 54.7%+8.8pp | 69.6%-6.2pp |
| Annual return | -6.58% | -5.57%-1.0pp | 650.59%-657.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $849 | $712+19.2% | $1,088-22.0% | $2,381-64.3% |
| Participant deferral / active EE | $1,949 | $1,263+54.3% | $1,874+4.0% | $3,470-43.8% |
| Admin fee / account holder | $1,350 | $2,759-51.1% | $3,082-56.2% | $4,888-72.4% |