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 | $71,672 | $59,805+19.8% | $79,550-9.9% | $68,494+4.6% |
| Participation rate | 67.3% | 61.1%+6.2pp | 69.5%-2.2pp | 67.9%-0.6pp |
| Annual return | -16.26% | -12.30%-4.0pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $979 | $1,505-35.0% | $2,413-59.4% | $2,596-62.3% |
| Participant deferral / active EE | $4,118 | $3,024+36.1% | $3,985+3.3% | $4,027+2.2% |
| Admin fee / account holder | $924 | $4,835-80.9% | $6,832-86.5% | $5,403-82.9% |